Archive | Social Media RSS feed for this section

Twenty Over Ten review and demo

Twenty Over Ten is a website and digital marketing platform specializing in the financial industry. I invited Ryan Russell and Samantha Russell of Twenty Over Ten to stop by FPPad HQ to talk about their solution for advisers.

Watch this discussion above or on YouTube, which includes a live demo of some of the most useful features for anyone looking to increase the quality of their online presence.

If you’re interested in trying the platform, sign up for a 45-day free trial (30 days more than the standard trial period!) by visiting (not an affiliate link, I receive no compensation if you choose to sign up)

Chapter markers

1:42 Introduction to Twenty Over Ten and how the product supports financial professionals
4:38 What are important trends in websites and online content that can be addressed financial advisers?
7:23 What are examples of Tier 1 and Tier 2 calls to action?
10:40 Are websites still relevant in the age of profiles on Facebook, Twitter, Instagram and other social sites?
12:33 Demo of the TwentyOverTen platform
16:07 How to edit pages to include multimedia and video content
18:24 How to capture contact information without having to purchase a third-party newsletter service
25:20 How to add custom landing pages with TwentyOverTen
30:40 What are the compliance features built in to the platform?
36:16 How to sign up for a free 45-day trial of TwentyOverTen

YouTube secrets for financial advisers

YouTube Zero

Effective video thumbnails, annotations, and hyperlinks are the biggest missed opportunities on YouTube for financial advisers

I recently connected with Joe and Luke Simonds of Advisor Internet Marketing ( to talk about the top YouTube secrets for financial advisers.

The Simonds brothers are hosting 31 live Google+ Hangout events in 31 days (a tall order for anyone to deliver!), and I was the guest on March 12 to talk about YouTube secrets.

Here are some of the highlights from our 35 minute broadcast.

Why YouTube?

You likely already know that YouTube is the world’s second largest search engine right behind Google. And because Google owns YouTube, Google often seeds Internet search results with content uploaded to YouTube.

Advisers who are wondering why uploading content to YouTube is worth the time and effort need to know that if they have zero content on YouTube, they have zero chance at showing up in those coveted YouTube slots in Google search results.

At 4:30, Simonds and I talk about why this is so important for anyone in financial services.

It doesn’t cost a lot to get started

Yes, advisers can record a video with their iPhone and upload it to YouTube, but there are a number of reasons why this may not be the best strategy for creating YouTube content.

Fortunately, the total cost for “prosumer” video and studio equipment is a lot lower than some might think. I have a list of gear advisers can buy to create their own studio that is free for anyone who signs up to the free FPPad newsletter.

At 7:25, we talk about how important good audio and video quality is in creating the right impression for one’s audience.

The biggest mistake to avoid

One of the biggest mistakes I see advisers making is not going through the process of creating a transcript. Many advisers sit in their office, press record on their iPhone or webcam, and ad lib about a topic.

Big mistake!

One reason why this is a mistake is that for any adviser under compliance requirements for their content, advisers might have to scrap their video altogether if compliance doesn’t approve the content.

So the mistake to avoid is filming a video without a transcript.

Write a script, submit it to compliance prior to filming, and then after the video is uploaded to YouTube, upload the transcript so YouTube can add closed captions to the video. Not only does that decrease the risk of scrapping a video, transcripts increase the video’s search engine ranking as Google uses the transcript to identify what the video is about.

At 12:35, we discuss the big mistakes to avoid and how using transcripts solves those big risks.

Key secrets to boosting YouTube ROI

Filming a video and uploading it to YouTube isn’t going to guarantee success. Fortunately there are some super easy techniques and secrets that can boost an adviser’s YouTube ROI.

First, create a custom thumbnail image for your video and use that instead of allowing YouTube to pick a random frame from your video.

Second, use YouTube annotations to make it super easy for viewers to subscribe to your YouTube channel or to go watch a related video on your channel.

And third, use hyperlinks, complete with the “http://” prefix in the video’s description box on YouTube to help your viewers navigate to relevant websites.

At 14:40, we talk about all of these super easy secrets that few advisers know about that can really boost the ROI of YouTube.

How to look good on camera

With your YouTube video, you’re asking your viewers to give up some amount of time in the hopes that they’ll learn something, get a valuable takeaway, or be entertained. Don’t blow the opportunity by looking nervous or shifty on camera!

How have I become so comfortable filming all my videos?

I hired a coach.

Regular viewers of FPPad Bits and Bits might notice @CMS2020 in the credits as Executive Producer. That’s Steve Biermann, founder of Creative Marketing Solutions and my producer and coach for all of my video content.

At 22:11, we talk about the lessons I learned when I hired a coach and how he’s helped me improve my on camera presence.

End with a call to action

As with any good content online, finish the content with a call to action. What should the viewer do next? What resources are available to help the viewer answer their questions. The answer is in your call to action.

At 31:57, we end the Google+ Hangout with our respective calls to action, which includes my prompt to get my free guide to awesome video you will receive when you subscribe to the free FPPad newsletter. So subscribe right now!

I hope that you have time to watch the Hangout with Joe and Luke Simonds, or even jump in at the various time points provided above to get the most important takeaways.

And if you have any questions about getting started or your experience with video, go ahead and leave a comment below.

Learn YouTube secrets for financial advisors

Social CRM for financial advisers: How activity streams will enhance client relationships

Wealthbox CRM wants to deliver "Social CRM" to financial advisers

Wealthbox CRM wants to deliver “Social CRM” to financial advisers

Social CRM for financial advisers ushers in a new paradigm in managing client relationships

Your day begins with quick glance at your mobile device. Open an app and you see that six of your clients are traveling for business, two of them overseas. Another client just revealed that her daughter’s volleyball team won a regional championship.

At first it sounds like you’re checking your Facebook feed. Or perhaps you’re swiping through lists on Twitter.

But in fact, you’re checking your social CRM.

Social CRM for Financial Advisers

Facebook, LinkedIn, Twitter and more attract billions of users month after month by aggregating updates from your professional, personal, and social connections.

So why not build the same functionality into CRM software, the technology advisers use the most day after day?

Wealthbox CRM

One startup doing so is New York City-based Gotham Tech Labs with the introduction of Wealthbox CRM.

I reviewed the final beta version of Wealthbox CRM prior to its general release announced at this week’s 2014 T3 Conference and provided my impressions in this month’s Morningstar Advisor column.

So go visit Morningstar Advisor and find out how a social CRM might open up new opportunities in your business.

Image credit:

How Vestorly transforms advisers’ web presence into qualified leads

Vestorly uses “smart data” techniques to convert advisers’ online audience into qualified leads

I recently met with Justin Wisz, co-founder of Vestorly, to learn more about the company’s technology offering to financial advisers.

Vestorly is a content marketing platform designed to enhance client acquisition for financial professionals. What does that mean in plain English? Wisz explains in the video interview above.

“Smart Data”

Vestorly helps financial advisers publish content online from a variety of aggregated sources (all compliance approved!) targeted to the interests of clients and prospects. Featured sources include personal finance content from Kiplinger.

As the adviser’s online audience grows, Vestorly captures lead information such as names and email addresses and then uses “smart data” techniques in the background to further associate leads with demographic information.

One goal of Vestorly is generate measurable ROI from the online efforts pursued by advisers.

Any activity in digital communications without a lead generation aspect is, frankly, a little bit of a waste of time and resources

– Justin Wisz, Vestorly co-founder

Vestorly is Free

Vestorly offers curated content from a variety of sources, smart data aggregation techniques, and compliance tools all in one platform, so how much does it all cost?

For individual advisers, Vestorly is free.

So why is Vestorly free for individual advisers? Watch the follow up video below to hear from Wisz.

According to Wisz, Vestorly combines a number of existing technologies common in online marketing, but not yet present among the financial services industry.

“Much of Vestorly is what we call status quo technology,” said Wisz.

“We think [that technology] should be free, especially for advisers who are just getting started with marketing in financial services,” he added.

Vestorly for the Financial Enterprise

But beyond individual adviser use, Vestorly is also built to suit the needs of large financial enterprises.

Vestorly’s enterprise relationships focus on integrations and expanding the utility of the content generation and lead generation functions.

In the extended interview below, Wisz describes how financial enterprises (e.g. broker-dealers and large RIAs) can compliment existing archiving and social media systems by tapping the Vestorly API for expanded features.

“I would see Vestorly as a major compliment to all the things that [broker-dealers] already have in place,” said Wisz.

“They’re now allowing reps to blog, send out email marketing, or do some social media marketing, but now it’s time to find out what they can get back,” Wisz added.

The 5 Best Podcasts of 2013 for Financial Advisers

Subscribe and listen to the five best podcasts for financial advisers

Subscribe and listen to the five best podcasts for financial advisers

Note for September 2014: Like technology, podcasts change and get updated. Look for a new article covering the Best Podcasts of 2014 for Financial Advisers!

Here are the five best podcasts of 2013 featuring content specific for financial advisers

Few will argue that the amount of content online for financial advisers is exploding.

There are dozens of websites from traditional print publications that run digital editions of their magazines as well as online-only content.

Then there are several dozen more blogs and niche sites covering a wide range of topics relevant to financial advisers (with the top site being Michael Kitces’ Nerd’s Eye View blog*)

Podcasts for Financial Advisers are Rare

But one media format with just a handful of “publishers” is the podcast.

Sure, there are many podcasts with consumer-oriented content, featuring personal finance advice on how to pay down debt, reduce fees on investments, diversify a portfolio, and more. Many of these podcasts are excellent, but they don’t include content that addresses the issues concerning financial advisers and operating an advisory business.

The number of podcasts being created with content exclusive for the financial adviser audience is extremely small. Like less than ten.

Five Best Podcasts for Financial Advisers

With so few podcasts being created for financial advisers, how will you discover those with content applicable to your needs?

The answer is in my list of the five best podcasts for financial advisers!

But wait, why just five? Because that is exactly the number of active podcasts (with activity over the past year) to which I subscribe that I know produce content specifically for the financial adviser audience.

So here is my personally curated list of the five best podcasts for financial advisers, free and clear of irritating pageview-increasing slideshow gimmicks! (You can thank me by sharing this list with your friends.)

Pre-List Bonus: FPPad Technology Podcast

FPPad Podcast

First, let me first start off with a pre-list bonus, because I have a horse in this race, too. If you don’t already know, audio and video content from FPPad is available as a podcast on iTunes.

So if you’re not yet subscribed, subscribe now!

But why subscribe on iTunes if you can get the content on

Because in the Podcasts app on your iOS device, you can download content for listening or viewing when you’re offline or away from a strong broadband connection. Also, the Podcasts app lets you increase the playback speed of content, so you can get your five-minute weekly technology update finished in just over three-and-a-half minutes! Now that’s an instant productivity boost of 33%!

1. Social Media Minute Podcast by RegEd

Social Media Minute by RegEd podcast

The Social Media Minute Podcast by RegEd is the best podcast for advisers seeking information on all things related to social media. Blane Warrene is host and producer of the Social Media Minute Podcast and does an excellent job addressing the timely issues surrounding the social media landscape.

As Senior Vice President of Customer Communications at RegEd, Warrene knows his stuff on social media. Sure, the content helps build awareness of RegEd’s social media compliance and content products, and that’s partly the point. But know that this podcast is all about deepening the conversation around financial advisers and social media and is NOT a blatant product promotion.

2.’s Building a More Successful Practice by NAIFA

advisor today podcast

NAIFA, the National Association of Insurance and Financial Advisors, publishes a new podcast once every two months with a variety of content centered around practice management and business building ideas.

Occasionally the content addresses issues in the insurance marketplace, such as disability income policy sales and long-term-care insurance updates, but many of the podcasts feature interviews with advisers and insurance agents discussing strategies they have implemented to grow their business and enhance client service.

Subscribe to the podcast now as six episodes per year will not fill up your “to-be-listened-to” playlist, and your odds of learning a good business-building idea are pretty good.

3. Journal of Financial Planning Podcasts

Journal of Financial Planning podcasts

The award-winning Journal of Financial Planning has been in print for over 30 years, and just over three years ago the publication started creating podcast content around many of its featured articles and authors.

The Journal of Financial Planning Podcast Page is somewhat of a best-kept-secret, since there is one simple icon on the navigation menu of the website home page, but each print article featuring additional podcast content directs readers to the website to listen to more information.

Journal of Financial Planning Podcasts are centered around the “10 Questions” interview features, giving readers a chance to hear from authors, financial planners, and thought leaders in the industry (self-promotion warning: I was interviewed in February 2013).

While not directly available as an iTunes podcast, you can still manually download and then drag and drop audio files to your media player of choice to listen offline, at the gym, or during your commute.

4. AdvisorPod Practice Builders by Securities America, Inc.

Advisorpod podcasts

Securities America, Inc. is a broker-dealer that walks-the-walk on practice management advice. Not only does the company urge its reps to be more active with client outreach and marketing initiatives, Securities America publishes these podcasts for advisers to back up what they say.

Led by Kirk Hulett, Executive Vice President of Strategy and Practice Management, AdvisorPod releases monthly updates on a wide range of practice management tips, including outreach to CPAs and other COI individuals, retaining relationships through family transitions, mobile app reviews and more.

5. Build Online Influence with Stephanie Sammons
Build Online Influence podcasts

Build Online Influence is a podcast from Stephanie Sammons, founder and CEO of Wired Advisor. Wired Advisor is a professional blogging platform for financial advisers and business professionals.

In Build Online Influence, Sammons reviews techniques financial advisers can use to increase their profile and brand recognition through the use of social media. Several of her podcasts include interviews with financial advisers who have created a large audience of people interested in financial planning (i.e. prospective clients) through their social media activity. Build Online Influence attempts to reveal what strategies work (and those that don’t) to help advisers compete in a social marketplace that is getting more crowded each day.

While Build Online Influence hasn’t been updated since January 2013, I know that Sammons is still active in her work with advisers, so I trust that a listing here in my top five podcasts for financial advisers will be enough motivation for her to pick up where she left off! Perhaps a tweet or two to Sammons wouldn’t hurt, either!

Who Would You Include?

There you have it! My top five podcasts of content created just for you, the successful financial adviser.

Inevitably, I likely missed a handful of other podcasts out there publishing outstanding content for the financial adviser audience. Tell me which ones I missed in the comments below, and hopefully with enough submissions, I can double the list to include the ten best podcasts for financial advisers.

But first, I want podcasts with business building ideas, technology coverage, practice management ideas and so on. Podcasts with economic commentary, stock picking ideas, or investment-centric content can be curated by someone else!

So tell me what podcasts I missed in the comments below, send me a tweet, or email me offline.

Audience Additions

Here are some of the podcasts recommended by readers since this article was posted on November 25, 2013.

*2013 top blogs according to the Zywave 2013 Top News and Blog Sites for Advisors Survey.

How to link your website to your Twitter Analytics dashboard

Link your website to your Twitter Analytics dashboard to track your website mentions and referral traffic

Twitter Analytics now allows users to link their website to the dashboard to see website mentions and referral activity (see Twitter analytics helps financial advisers boost social media ROI).

In the 99 second video above, I show you how to link your website to the Twitter Analytics dashboard so you can see these useful statistics (or watch on YouTube).

The Twitter Analytics dashboard now displays your website mentions and referral traffic

The Twitter Analytics dashboard now displays your website mentions and referral traffic

Google Analytics Doesn’t Show Website Mentions on Twitter

Google Analytics is the go-to utility to monitor activity that occurs on your website.

While Google Analytics does track incoming referral traffic from Twitter, it doesn’t have the ability to identify how many times your website is listed in tweets on Twitter.

Now Twitter Analytics allows you to link to your website to the dashboard and give you more detailed statistics to track.

Find Out Who Tweets Your Website

Not only does the Twitter Analytics dashboard show how many times you listed your website in your own tweets, but it also shows how many times your website was mentioned by other people on Twitter. That is one great feature of this new integration.

So watch the walk-through video and begin tracking how many times your website is mentioned on Twitter and see which tweets generate the most referral traffic to your website.

Don’t Have Analytics?

Are you missing the analytics option after you log in to the dashboard? You’re not alone.

Others report not being able to see the analytics menu, but some have been able to get it by stepping through the advertising campaign setup but stopping before entering payment information.

Read the comments from others in this FPPad post and see if this technique works for you.

How financial advisers can monitor their online reputation

Financial advisers need to monitor their reputation online

Financial advisers need to monitor their brand and reputation online

Financial advisers who don’t monitor their brand or name risk having a poor online reputation

Like it or not, people can say anything about their financial adviser on the Internet.

The Internet has never been a place where people filter what they say about others, and now there are even websites specifically designed to rate, for good or for bad, financial advisers.

What Are They Saying About You?

Websites like, Paladin Registry, and all solicit consumers to provide feedback on their interactions with financial advisers.

Beyond those sites, people often take to Facebook, Twitter, and LinkedIn to voice their opinion on their financial adviser’s objective and subjective qualities.


If you can’t measure it, you can’t manage it. – Peter Drucker

You Can’t Manage What You Don’t Measure

One frequently cited statement from Peter Drucker is “If you can’t measure it, you can’t manage it.”

That holds true for all types of business metrics, including your online reputation.

If you’re not monitoring (and measuring) what people are saying about you on the Internet, how do you expect to manage your reputation?

Better Than Google Analytics

I cover one excellent tool for monitoring what people are saying about you online, and it’s way better than using Google Analytics to search for your name or your business.

Go read Monitor Your Online Reputation, my Morningstar Advisor Quickview post for this month to find out what tool it is.

Twitter analytics helps financial advisers boost social media ROI

Twitter analytics lets financial advisers calculate their social media ROI

Twitter analytics lets financial advisers determine their social media ROI

Twitter analytics is the next greatest thing in financial adviser social media ROI.

As a financial adviser, you read a ton of articles and hear from industry consultants (myself included!) how important social media can be to your business and how you should be using it to communicate with your audience.

But when you post something, how do you know if that message was actually effective in reaching people?

Introducing Twitter Analytics

Twitter, part of the top four social media sites (along with Facebook, LinkedIn, and Google+), just rolled out a new tool you can use to view your own analytics.

Twitter Analytics is free and can reveal nearly everything you ever wanted to know about the “reach,” or generated traffic, of your tweets.

Not only can you view analytics about your tweets, you can also gain insight on trends in your followers as well as demographics of the people who follow you.

Twitter Analytics in Two Minutes

I created the screencast below to show you how to access Twitter Analytics for your account and navigate among the data offered.


Live chat for advisers: chat your way to business growth

Financial advisers can use live chat tools provided they first address compliance and productivity issues

Financial advisers can use live chat tools provided they first address compliance and productivity issues

Financial adviser websites can offer live chat tools for client and prospect communication.

As you visit more business websites online, you’ve likely noticed those pop-up windows in the bottom corner inviting you to a live chat. You can use live chat features for all sorts of things, including asking questions about a product, getting help from customer service, or simply submitting general feedback about a recent service experience.

Financial advisers can also leverage this trend in live chat communication with website visitors of all kinds, including clients and prospects.

This month’s column at Morningstar Advisor covers this trend that few advisers are taking advantage of today, but has the potential to be used by a much larger audience in the near future.

Read Live Chat for New Clients now to learn about out the compliance concerns of live chat as well as the issues of maintaining personal productivity in the face of potential distractions.

How to add video to your LinkedIn profile in less than one minute

Financial advisers can enhance their LinkedIn profile with video in less than one minute.

Now that LinkedIn rolled out its new profile design to all users, I’ve had a chance to explore some of the new features financial advisers may find of interest.

UPDATE 01/08/2013: According to LinkedIn, this feature HAS NOT been rolled out to all profiles. So if your profile doesn’t offer the ability to add video, be patient and check it again each week.

One of the best new features is the ability to easily add video content to your existing profile.

All you need is the URL of a video hosted on one of the many popular video sites, including YouTube, Vimeo, and Wistia. Find out where that URL needs to be added in your LinkedIn profile in the one minute screencast embedded below.

(click to watch on YouTube)