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Is Your Website a Clamshell or Smart Phone?

Craig Faulkner, CEO/Founder, Faulkner Media Group
Take a look at your phone. Is it an old, clam-shell model with limited features? Or is it a smart phone with more features than you know what to do with? Many financial professionals bought their first website more than five years ago, have not made any significant changes, and are questioning why they even have a website. Our webinar will introduce the concept of upgrading your website to join the “smart-phone world.” We’ll show how savvy financial marketers are driving traffic to their websites and generating leads from the visitors.
May 23 2012
45 mins
Is Your Website a Clamshell or Smart Phone?
website video lead generation drive traffic
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Thought Leadership for Financial Advisors

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  • Unlock the Secret to Advising Couples Jul 17 2013 8:00 pm UTC 45 mins
    Advising couples requires financial advisors to perform a delicate balancing act. The successful advisor creates a trusting relationship with both members of the partnership, while meeting the joint needs of the couple. This webinar provides an overview of couples’ dynamics commonly seen in the advising office, strategies for coaching couples on resolving and accepting differences, and tips and tools for engaging female clients in the planning and investing process.
  • The Rules of Networking to Generate More Prospects and Referrals Jul 10 2013 8:00 pm UTC 45 mins
    Ever go to a public swimming pool? Pool rules are always posted to protect everyone and insure a safe swimming experience. Imagine if there were rules posted at every networking event you attended including association meetings, conferences, conventions, trade shows, chamber mixers, golf outings, and community venues. Have no fear! The pool rules of networking are here! Learn the rules of networking and how to act at a networking event while generating more prospects, more referrals, and more business!
  • Networking for More and Better Referrals Jun 26 2013 8:00 pm UTC 45 mins
    The benefits to a strong network are compelling yet schmoozing at large events is not most people's cup of tea. How do you build your network your way so you can meet more and better prospects and get more referrals?

    In this workshop you will learn the:
    1. Six principles of networking
    2. Seven keys to growing your network for more referrals
    3. 12 steps to building a 1:1 relationship
    4. Latest research on why givers get the best results
  • Winning In The Trust & Value Economy: Strategies To Unlock Innovation & Growth Jun 19 2013 8:00 pm UTC 45 mins
    Welcome to the Trust & Value Economy! A new economy, where competition is stronger, market differentiation is more complex, and retaining talent is a constant challenge. Our traditional approach to leading our organizations, developing our teams, and remaining relevant just isn't enough anymore. We need a fresh approach. Advancements in technology, increased competition and globalization require us to transform what we do, where we focus and how we lead. To succeed we must tap into the secrets, and apply these new strategies drive results; results that make growing your organization effective, and productive.

    Join Keynote Speaker, Meridith Elliott Powell, for this content rich, highly interactive and fun session to learn the strategies to help you master the leadership skills that will transform your organization. You'll laugh and you'll learn with her real-life examples, proven strategies and entertaining stories. Keynote based on Meridith's book, "Winning In The Trust & Value Economy". This is a no-nonsense, make-it-happen session; no walking on coals, no breaking boards, just proven business strategies to put into action Monday morning.
  • Conference Checklist: Making the Most of Your Experience Jun 12 2013 8:00 pm UTC 45 mins
    Attending an industry conference can be a rewarding in many ways. There are significant opportunities to benefit from the educational, networking, and business development components of the event. But like any other business activity, proper planning is essential to ensure a successful experience.

    Bill McGure will take you through a checklist of the most important things to need to do before, during, and after the conference, including:
    - How to choose the conference(s) that best align with the needs of your business
    - Methods to prepare and plan to your own personalized agenda
    - Setting goals and developing an action plan to achieve them

    So, join us for this valuable session on how to "make the most" of your conference experience and maximize your return on this investment.

    Bill McGuire is principal consultant of W.M.McGuire, LLC, a full service integrated marketing firm that focuses on common-sense with keen eye towards budgets, deadlines and tangible results.
  • How to Amplify Your Marketing by Integrating PR and Social Media Jun 5 2013 8:00 pm UTC 45 mins
    As advisors get more deeply involved in social media and content development, the natural questions are: “How does this fit into our broader marketing? How can I leverage my social media to gain media attention and marketplace awareness?” View this webinar to learn the answers to these questions.
  • Roundtable: Social Media Content – Beyond 140 Characters… May 30 2013 5:00 pm UTC 60 mins
    The use of audio, images, video and other interactive content continues to be easier to create every day. The widespread adoption and use of social media provides an ever expanding palette upon which to share and consume this content. Our panel of experts, from across the financial services industry spectrum, will sound in on how interactive content plays a role in their own business and subsequently, their customers.
  • 2 Minutes on BrightTALK: The Key to Building an Audience on Twitter Recorded: May 21 2013 2 mins
    Michael Kitces shares his success factors on building an audience and connection through Twitter.
  • Planning for Growth & Profitability: The One Page Plan® for Financial Advisors Recorded: May 8 2013 49 mins
    This webinar presents a streamlined process that puts business growth planning on steroids! It has been designed to reveal specific ways you can become more profitable in the next 12 months by creating a simple 6-step business plan. Short-term planning builds long-term results, but it doesn’t have to be difficult or require lots of writing. Join us to learn how to transform your ideas into actions with this dynamic and focused one-page planning approach.

    Discover:
    - The #1 marketing strategy most companies fail to execute
    - A simple 6-part planning process that focuses on business growth and defines daily priorities (say “goodbye” to overwhelm!)
    - The 6 simple questions you’ll answer in your plan that automatically save you time and money (especially in the areas of new client acquisition and MARKETING)
    - How to design objectives that are MOTIVATING and PRODUCE the RESULTS you desire
    - The formulas to construct a vision statement, objectives, strategies, and action items (and leave the webinar having created at least one of each)
  • Live Q&A with Cathy Curtis [Social Media, Branding, Referrals] Recorded: Apr 30 2013 26 mins
    We interviewed social media maven, Cathy Curtis on the following topics:
    - The Value of Having a Target Client
    - Turning Your Website into a Lead Generator
    - Attracting Your Perfect Client
    - Blogging Best Practices
    - What advisors could do better

    Did her answers spur new ideas for your practice? Do you still have unanswered questions you'd like to ask Cathy?

    To help answer any questions that might've arisen, we've invited Cathy back for a live Q&A with our audience. Don't miss this chance to connect with Cathy and to ask her your questions!
  • Live Q&A with Victor Gaxiola [Social Media] Recorded: Apr 25 2013 27 mins
    We interviewed social media expert, Victor Gaxiola the following questions:
    - Is social media for everyone?
    - What are the key differentiators among Twitter, LinkedIn and Facebook?
    - What is the ROI of social media?

    Did his answers spur new ideas for your practice? Do you still have unanswered questions you'd like to ask Victor?

    To help answer any questions that might've arisen, we've invited Victor back for a live Q&A with our audience. Don't miss this chance to connect with Victor and to ask him your questions!
  • Live Q&A with Kristin Harad [Niche, Marketing] Recorded: Apr 24 2013 23 mins
    We interviewed niche marketing maven, Kristin Harad on the following topics:
    - Identifying your ideal client
    - Choosing a niche
    - The most common marketing mistakes financial advisors make
    - Optimizing your marketing efforts

    Did her answers spur new ideas for your practice? Do you still have unanswered questions you'd like to ask Kristin?

    To help answer any questions that might've arisen, we've invited Kristin back for a live Q&A with our audience. Don't miss this chance to connect with Kristin and to ask her your questions!
  • Social Media and Marketing Best Practices for Advisors [Video] Recorded: Apr 15 2013 10 mins
    We interviewed social media maven, Cathy Curtis on the following topics:
    - The Value of Having a Target Client
    - Turning Your Website into a Lead Generator
    - Attracting Your Perfect Client
    - Blogging Best Practices
    - What advisors could do better

    Did her answers spur new ideas for your practice? Do you still have unanswered questions you'd like to ask Cathy? Sign up with a live Q&A with Cathy here: https://www.brighttalk.com/webcast/6867/72511
  • Establishing a Social Presence: Strategy, Process and ROI [Video] Recorded: Apr 15 2013 9 mins
    Victor Gaxiola works with financial services organizations and individuals wanting to adopt a social media strategy. See what Victor thinks is crucial when considering going social:

    - Establishing a social media strategy
    - Having valuable content for social media
    - Providing proper training
    - Choosing your success metrics to determine ROI

    Did his answers spur new ideas for your practice? Do you still have unanswered questions you'd like to ask Victor? Sign up with a live Q&A with Victor here: https://www.brighttalk.com/webcast/6867/72515
  • What Advisors Need to Know About Niche Marketing [Video] Recorded: Apr 15 2013 8 mins
    See what niche marketing maven, Kristin Harad, had to say about the following topics:
    - Identifying your ideal client
    - Choosing a niche
    - The most common marketing mistakes financial advisors make
    - Optimizing your marketing efforts

    Did her answers spur new ideas for your practice? Do you still have unanswered questions you'd like to ask Kristin? Sign up with a live Q&A with Kristin here: https://www.brighttalk.com/webcast/6867/72513
  • 2 Minutes on BrightTALK: Be Your Own Brand Recorded: Apr 2 2013 3 mins
    Cathy Curtis says you don't have to have a product or a company to brand; you can be your own brand. But what does being your own brand mean?
  • Audience Questions: How do you find a niche? Can you have more than one niche? Recorded: Mar 21 2013 6 mins
    Stephen Wershing answers 3 audience questions that came in following his presentation "Striking It Niche! Earn More by Marketing to Less".

    To view the full presentation, click the "Attachments" button on the top of the webinar player.
  • Striking It Niche! Earn More by Marketing to Less Recorded: Mar 20 2013 43 mins
    When your ideal client interviews you and four other advisors, what is the one important reason they should hire you rather than those others? The secret is niche marketing. You have probably seen articles about developing a niche and target marketing, but there is so much that they don’t cover or even get wrong. This program will give you a strategy for developing a niche and capitalizing on it.
  • Increasing Retention and Referrals through Quality On-Going Client Care Recorded: Mar 13 2013 59 mins
    The best way to retain clients and to generate referrals (without asking) is to take great care of your clients! This 60 minute session will offer insights, summaries from research on what clients want and practical ideas for enhancing your client care and your clients' experience of your value (including the 6 steps of holding a great client meeting).
  • 2 Minutes On BrightTALK: The Real Risk of Social Media Recorded: Mar 12 2013 2 mins
    Victor Gaxiola answers the million dollar question for advisors and financial services companies alike -- What is the real risk of social media?
Business insight for RIAs and fee-only FAs
Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.

You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.
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  • Title: Is Your Website a Clamshell or Smart Phone?
  • Live at: May 23 2012 5:00 pm
  • Presented by: Craig Faulkner, CEO/Founder, Faulkner Media Group
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