advisor internet marketing, vancouver bc - Cesarini.ca

Video: Currency Marketing and Brave Media Meetup

dcesarini@cesarini.ca (David Cesarini) — Wed, 10 Mar 2010 14:11:54 PST

Currency Marketing and Brave Media Meetup, edited by ToGoPros.
Here's Tim McAlpine of Currency Marketing and Sam Omidi of Brave Media speaking at the January Financial Services Marketing Meetup.

Sam spoke first about the importance of businesses using blogs, Twitter, and Facebook together as means of reaching different audiences at different times.

Tim then spoke about his early connection with social media in the credit union community and the evolution of credit union communications in reaching Gen Y, their newest customers.

Keeping in mind that there are more and more social media sites appearing online everyday, what do you think is the best way for financial services businesses to reach clients and prospects?

Related Reading: Video of John Chow and Wealthy Wilma Meetup

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Financial Services Winter Olympic Ads

dcesarini@cesarini.ca (David Cesarini) — Mon, 22 Feb 2010 15:22:29 PST

Vancouver's 2010 Winter Olympics has two finance industry worldwide partners, RBC and Visa.

RBC's multi-platform Olympic partnership includes two distinct television campaigns, Carry the Torch, and "Advice you can bank on". The latter, of most interest to financial advisors, focuses on the customized solutions of the client-advisor relationship. RBC's sponsorship has been called "one of the most integrated and robust" campaigns, and even goes a step further to directly employ Canadian Olympic athletes.

To explore the city's Olympic branding environment, Vancouver's Adhack has been blogging about Olympic advertising, has coordinated Winter Olympic photowalks to examine the city's Olympic brand exposure (including those of RBC and Visa), and is sponsoring an Olympic advertising photo contest called The Oly Awards.

James Sherritt, CEO of Adhack will be presenting at the Vancouver Financial Services Marketing Meetup on March 23rd. RSVP Here.

Considering that the Winter Olympics have appeared as a worldwide trending topic on Twitter and dubbed by the media as the "Twitter Olympics", what internet marketing strategies do you think are a worthwhile investment for financial advisors?

Related Reading: Financial Services Superbowl Ads

Want to learn more about using Meetup for your Financial Services Marketing?

Download the free presentation for tips and tricks on building your business using Meetup.

No FAIL Financial Services Websites from AdvisorWebsites.com

dcesarini@cesarini.ca (David Cesarini) — Thu, 18 Feb 2010 10:42:44 PST

Want to put up a professional website and wondering where to start? Today I spoke with Loic Jeanjean, Online Marketing Strategist at AdvisorWebsites.com about internet marketing for financial advisors.

AdvisorWebsites.com has been around now for about 7 years in Vancouver and they provide compliant financial services websites for financial advisors and financial institutions across Canada and the USA. In this podcast, Loic and I talk about where to start when you're thinking about marketing online, and what you'll need to consider along the way.

The biggest objection for many advisors when they're setting up a website is the amount of time it takes and the compliance clearances that are required. AdvisorWebsites.com saves the time by maintaining your website for you and providing compliant solutions right 'out-of-the-box'.

Starting today, AdvisorWebsites and I will be cross-posting on each other's blogs. You'll see some blog posts by me over on their blog and some of theirs right here on mine. You can see Loic's latest post gives you some good advice about Search Engine Optimization.

Listen Now:

Subscribe in iTunes

Related Reading: Host Finance Events Using Eventbrite

Financial Services Superbowl Ads

dcesarini@cesarini.ca (David Cesarini) — Mon, 22 Feb 2010 15:29:07 PST

This year's Superbowl had only one advertiser in the financial services category, E*Trade (Scotia iTRADE in Canada) with the 'Girlfriend' commercial.

According to BrandBowl 2010, the E*Trade commercial ranked ranked 15th in favourable sentiment and Twitter metrics, just ahead of Census 2010.

Last year's financial services Superbowl ads: Cash4Gold, H&R Block, and E*Trade.

Considering that Pepsi has skipped the Superbowl in favour of social media marketing and now Google has done their first Superbowl ad, do you think Superbowl ads are a worthwhile investment?

Related Reading: Coast Capital asks, do you love bank fees?

Want to learn more about using Facebook for your Financial Services Marketing?

Download the free presentation for tips and tricks to build your business using Facebook.

Host finance events using Eventbrite

dcesarini@cesarini.ca (David Cesarini) — Thu, 04 Feb 2010 17:35:58 PST

Eventbrite For Financial Advisors

View more presentations from Cesarini.ca.

If you're an advisor interested in hosting paid finance seminars, today I uploaded a presentation about hosting paid events using Eventbrite.

Eventbrite is an event marketing website that creates event announcements, sends invites, and manages your registrations.

There's a small fee for using the service, which you can either add to the price of the tickets or include it in the face price. Eventbrite works with Paypal, so your attendees can pay online using credit or debit.

I've used the service on more than one occasion, and have found the most important step is to spend some time writing a thorough event description that includes photos. Features aside, it's also important to remember to contact your invitees before and after you send them the invites.

5 Financial Meetup Member Websites

dcesarini@cesarini.ca (David Cesarini) — Tue, 02 Feb 2010 20:36:37 PST

Call Writing originally uploaded by Ayami at Cupcaketoons.

Say Hi to our 5 newest meetup members with websites:

If you haven't added your website yet, what's the hold-up? Members who add their websites get recognized in our member directory, online, on Twitter, and of course, in-person, at our meetup.

Related Reading: Meetup Welcomes Charan, Richard, Andrew and Sam

Video of John Chow and Wealthy Wilma Meetup

dcesarini@cesarini.ca (David Cesarini) — Mon, 18 Jan 2010 20:52:31 PST

John Chow and Wealthy Wilma Meetup, edited by Galelio Design films.
On December 9th, John Chow and Bernadette Giet presented at the financial services marketing meetup. John discussed his seasoned approach to internet marketing, and Bernadette proclaimed the merits and methods of achieving financial independence. Both our speakers instigated a lot of good feedback.

Bernadette began our meetup with a motivating talk for women to take control of their finances and to support each other in their financial independence through the Wealthy Wilma Book Club. As you can see from the clip above, Bernadette's passion turned the loathed subject of personal finance and goal-setting into something stirring and achievable.

John was up next, and introduced himself and his extensive business history, and then delved into some of the dynamics of internet marketing and the background behind being featured in this New York Times' sponsored tweets article.

Beginning with his arrival in Canada, John chronicled his history of internet marketing, and explained the source of his passion for technology. He accommodated the many questions from our group on entrepreneurship, the monetization of internet technologies, and the development of social networks.

Thanks to Ronnie at Galelio Design films, you can actually check out highlights of their presentations and tell us what you think. So what do you think? Do you agree with the comments that John's presentation was controversial, did Bernadette's message strike a chord? Feel free to leave a comment below.

Related Reading: Watch the Smart Cookies in Vancouver Meetup Video

Meetup Welcomes Charan, Richard, Andrew and Sam

dcesarini@cesarini.ca (David Cesarini) — Sun, 17 Jan 2010 22:17:18 PST

What is Leveraging? originally uploaded by Ayami at Cupcaketoons.

Say hello to our newest meetup members:

Currency Marketing and Brave Media Meetup

dcesarini@cesarini.ca (David Cesarini) — Mon, 04 Jan 2010 21:58:52 PST

Tim McAlpine, Creative Director at Currency Marketing and Sam Omidi, Internet and Social Marketing Director at Brave Media will be speaking at the Financial Services Meetup on January 14th.

Tim McAlpine is the heart and soul behind theYoung and Free movement. His super-charged Credit Union member engagement at Currency Marketing has won him a prestigious Forrester Groundswell Award, and has more recently gotten him involved in a great story about a shirt. Tim is a masterful community organizer who will be giving you a personal peek at his social media playbook.

Brave Media
Sam Omidi, with over 20,000 followers on Twitter, 5000 fans on Facebook, and a social media meetup group, has been interviewed about social media by CBC Radio 1 and Get Connected Media. Sam runs a tight ship and will be discussing the successes he's had in building his business using social media with some motivational health and fitness case studies.

RSVP NOW

StockTwits Howard Lindzon on Finance and Technology Trends

dcesarini@cesarini.ca (David Cesarini) — Sun, 17 Jan 2010 22:24:01 PST

Howard Lindzon, Founder of StockTwits.com and author of The Wallstrip Edge talks stocks, trends, and technology in this New Years Edition audio interview.

Earlier last month, I began reading Howards book, The Wallstrip Edge, where he discusses his investment strategy of using trends to follow stocks to new all-time highs.

I managed to get some time with Howard to discuss his investment strategy, and ask him about his economic and market predictions for next year. While he's not at liberty to do too much in the way of stock market prediction, he does discuss how he's using the StockTwits Desktop social stream to uncover new trends and community interactions.

Lastly, I asked him to point me in the direction of the best starting place for busy finance professionals interested in getting information on internet marketing.

Listen Now:

Subscribe in iTunes

Internet Marketing for Advisors Series

dcesarini@cesarini.ca (David Cesarini) — Sun, 03 Jan 2010 20:14:59 PST

I recently started publishing a series of Slideshare presentations on the subject of internet marketing for financial advisors. The presentations deliver some key points about using social networking to build your advisory practice, without all the technical jargon.

Now viewed over 1200 times, the 10 presentations were made for the busy advisor looking for the bottom line on building their business on the most useful social networks. I've included the most popular presentations below, but you can view them all right here.

Do you have any finance presentations on Slideshare that you'd like to share? Drop me a line in the comments or add me as a contact on Slideshare.

Slideshare For Financial Advisors

View more presentations from Cesarini.ca.

Social Media Marketing For Financial Advisors

View more presentations from Cesarini.ca.

Facebook Login is Home for the Holidays

dcesarini@cesarini.ca (David Cesarini) — Mon, 28 Dec 2009 23:19:09 PST

Have you been noticing a sudden surge in reappearances by long lost friends on Facebook over the holidays? They may be avoiding their emotionally distant family to spend their new-found free time reconnecting with old friends online.

According to Google Insights for Search, Facebook is definitely getting some holiday face-time. It's now a breakout search term, with over 400% growth, and the star of a newly released Mashable guide to Facebook.

Related Reading: Send free postcards to your investment clients

Want to learn more about using Facebook for your Financial Services Marketing?

Download the free presentation for tips and tricks to build your business using Facebook.

2 Special Meetup Member Websites

dcesarini@cesarini.ca (David Cesarini) — Mon, 21 Dec 2009 14:47:34 PST

What is Fundamental Analysis? originally uploaded by Cupcaketoons.com.

During all the hubub I've been making lately about meetup members adding their websites to their meetup profiles, I just realized that I had completely missed two members who had long ago added their sites without receiving any acknowledgement whatsoever.

To rectify my negligence without further ado, I present to you:

Meetup member Ayami of Cupcaketoons.com/FinancialToons who makes cute cartoons (like the one seen above) to help you understand dry financial terminology.

Meetup member Nawar of http://seekingalpha.com/author/Nawar-Alsaadi who contributes financial articles to Seeking Alpha, where two of his articles have become Editor's Picks.

If you haven't added your website yet, what's the holdup? Members who add their websites get noticed in our member directory, online, on Twitter, and of course, in-person, at our meetups.

Related Reading: 11 Meetup Member Websites Added

11 Meetup Member Websites Added

dcesarini@cesarini.ca (David Cesarini) — Fri, 11 Dec 2009 16:45:03 PST

Wealthy Wilma and John Chow, originally uploaded by www.jeremylim.ca.

With the addition of so many new members to our group this month, we had a big number of new members with web addresses.

As announced, adding your website, blog, LinkedIn, Facebook, or Twitter address helps introduce yourself to the rest of the group, leads to more efficient networking at our meetups and builds your online contacts. Adding your web address also means you can quickly find members with common interests, making future meetups more social and productive.

Check out our 11 newest members and feel free to give them a shout!

	Meetup Profile	Web Address
1	Samantha K	Edgeworth.com
2	Alex	ScorpionCapitalInc.com
3	Colin	LinkCreditSolutions.ca
4	Melanie	OnlyTenMinutesADay.com
5	Valentina	BlogIncomeLife.com
6	Irina	Vancouver.ShrinkAThon.com
7	C. Johnston	TellyDesigns.com
8	Frances	Facebook.com/FrancesHui
9	Michael	FinancialDesignGroup.ca
10	Benjamin	twitter.com/VirtuosiMedia
11	Alex	ca.linkedin.com/in/alexwiederhold

Related Reading: 32 Meetup Member Websites, and 6 New Meetup Member Websites

John Chow and Wealthy Wilma Meetup Gets Healthy Feedback and Photos by Jeremy Lim

dcesarini@cesarini.ca (David Cesarini) — Thu, 10 Dec 2009 15:55:10 PST

Wealthy Wilma and John Chow, originally uploaded by www.jeremylim.ca.

At the Meetup last night we had a two inspiring speakers and engaged group of financial services marketers who turned out to have lots of thoughtful feedback.

While checking out the reviews, two comments stood out for me as especially thought provoking and worth a highlight.

The first was by Meetup member Susan, who took issue about the ethics of certain techniques for earning income from blogging, she wrote:

This my first meet up with the VFSMM Group. I felt welcomed and comfortable, met a few folks. It was a positive experience and I look forward to attending future events. Good job David in organizing tonight, and the two speakers were inspiring. I especially enjoyed the Wealthy Wilma introduction, her story resonated with my own life experiences and values. John Chow's subject matter was intriguing, and then became overly technical (for me). I enjoy writing and although I don't currently have a blog, I WANT to start one. the idea of earning HUGE income is woweee very motivating. However, I feel some of the topics touched on are, well, to me, they feel unethical, and so I was turned off by -- (1) collecting subscribers email addresses, so that you can sell their e-address to SPAMMERS, (2) other cons he mentioned (somewhat giggling) that take advantage of people, and obviously are very lucrative for the con artist/entrepreneur. John Chow concluded on that unethical tone.

Meetup member m klug supported empowering women to assert control over their finances and had this to say:

Two very different speakers with thought-provoking messages. Bernadette's mission to education women about finance is one that merits universal support. From an altruistic point of view, it will make the world a stronger place! From an industry perspective, the more that women are comfortable discussing their finances, the more they will feel comfortable working with and hiring financial experts to grow their wealth. So from all point of views, it's a good thing to help Bernadette spread her critical message . John Chow was so specific and open about information and that makes for a valuable learning experience! Thanks John for your mind-boggling information which makes me think in a different way. Thanks for the meeting!

What do you think? Are you uncomfortable with the ethics of certain internet marketing practices? Do you feel that women need to support each other in taking control of their finances? Leave a comment and have your say.

There are more group photos by Jeremy Lim from last night too, so go take a look, tag yourself here, and subscribe to Jeremy's Flickr photostream.

Related Reading: Wealthy Wilma and John Chow at the Vancouver Financial Services Marketing Meetup

Meetup for Financial Advisors Presentation

dcesarini@cesarini.ca (David Cesarini) — Sat, 05 Dec 2009 09:07:07 PST

Want to grow your online network and build your business? Download the introductory presentation: Meetup for Financial Advisors.

Prefer hands-on training? See the selection of internet marketing workshops.

All workshops are Continuing Education Communication credit qualifying through Financial Planners Standards Council (FPSC).

LinkedIn for Financial Advisors Presentation

dcesarini@cesarini.ca (David Cesarini) — Thu, 03 Dec 2009 14:06:59 PST

Want to grow your online network and build your business? Download the introductory presentation: LinkedIn for Financial Advisors.

Prefer hands-on training? See the selection of internet marketing workshops.

All workshops are Continuing Education Communication credit qualifying through Financial Planners Standards Council (FPSC).

John Chow and Wealthy Wilmas Meetup on December 9th

dcesarini@cesarini.ca (David Cesarini) — Sun, 29 Nov 2009 15:23:52 PST

John Chow, the 'make money online' guy and Bernadette Giet of the Wealthy Wilma Book Club will be speaking at the Financial Services Marketing Meetup on December 9th.

Sign-up now & bring a friend

John Chow has a long history of successful internet marketing at JohnChow.com. With over 50,000 followers on Twitter, John ranks among Canada's most influential tweeters and sponsored tweets are his newest way of making money online. His sponsored tweets story was reported in the Vancouver Sun, then it really got huge when it hit the New York Times last week. John will be joining us to discuss his thoughts on internet marketing and connecting with clients online.

Wealthy Wilma
Bernadette Giet founded the Wealthy Wilma Book Club to empower financial independence for women through a light-hearted and irreverent approach to investor education.

With over 400 Wealthy Wilmas in six countries, Bernadette is making the subject of finance more approachable for women. She made a big splash with her interview on BNN and in a profile about her club in the Vancouver Sun.

Each month, the Wilmas get together to discuss a new book, this month it's Ask for It. You can follow Bernadette here on Twitter.

Sign-up now & bring a friend

10 fastest rising Canadian Google finance searches

dcesarini@cesarini.ca (David Cesarini) — Thu, 26 Nov 2009 22:26:33 PST

Take a look at the 10 fastest rising Google search terms in the Finance and Insurance category for Canada in the last 30 days, from Google Insights for Search.

Rising searches

1.	ida	Breakout
2.	berkshire hathaway	Breakout
3.	manulife financial	+1,100%
4.	pension plan	+450%
5.	manulife	+450%
6.	hst ontario	+300%
7.	income fund	+190%
8.	hst	+150%
9.	pension	+70%
10.	warren buffett	+60%

As a Financial Advisor, now you can see what your clients are searching for, and proactively address their interests with timely, and relevant client communications.

You can filter the searches by country, province, and date range, and there's even a Top Search chart. Right now the Top Searches include: gold, us dollar, and hst bc.

Related Reading: Send free postcards to your investment clients

Want to learn more about using Google for your Financial Services Marketing?

Download the free presentation for tips and tricks to build your business using Social Media Marketing.

Advisor Twitter Index Canada - November 2009

dcesarini@cesarini.ca (David Cesarini) — Sat, 28 Nov 2009 22:30:41 PST

This month we're factoring in Twitter Lists to the Advisor Twitter Index, placing Randy Little in the lead with 25 lists, followed by Karen Di Venanzo with 19 and Patrick Nicol with 16.

Randy also took the leading position for Influence this month, trading places with last month's leader, Patrick.

To follow all the advisor tweets, subscribe to the Financial Advisor Canada Twitter List.

Twitalyzer stats included: Influence, Signal, Generosity, Velocity, and Clout.

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Advisor	Followers	Tweets	Twitter Lists	Tweets Per Follower	Influence	Signal	Generosity	Velocity	Clout	Location	Financial Institution
Mark Shimkovitz	2728	1744	7	0.64	0.6	0%	0%	0.1%	0%	Toronto, ON	BMO Nesbitt Burns
Siobhan Harlow	1322	151	1	0.11						Vancouver, BC	Harlow Financial
Karen Di Venanzo	760	1085	19	1.43	0.5	73.3%	40%	2%	0.5%	Vancouver, BC	Sunlife Financial
Terry Wright	460	379	6	0.82	0.1	16.7%	0%	0.8%	0%	Vancouver, BC	National Bank Financial
Mark Mulholland	405	337	13	0.83	0.2	85.7%	85.7%	0.9%	0.1%	Oakville, ON	Raymond James
Randy Little	393	1829	25	4.65	2.9%	70.2%	73.1%	13.9%	5.3%	Ottawa, ON	Desjardins
Jason Brown	367	7	1	0.02						Lower Mainland, BC	Investors Group
Patrick Nicol	321	2759	16	8.6	2.8	96.5%	100%	15.3%	3.5%	Ottawa, ON	Dundee Wealth
Pavol Hollosy	317	759	4	2.39	0.6	73.5%	41.2%	4.5%	0.5%	Vancouver, BC	Global Securities
Mike Bayer	281	25	11	0.09						Toronto, ON	Strategic Analysis
Tanya Wilson	190	39	1	0.21						Vancouver, BC	Dundee Wealth
Mike Kalinka	185	33	5	0.18						Victoria, BC	Investors Group
Melissa McHale	180	118	3	0.66						Abbotsford, BC	CIBC Wood Gundy
Matt Whitman	141	12	3	0.09						Halifax, NS	Sunlife Financial
Kathy Emery	138	15	1	0.11						Calgary, AB	Investors Group

Want to learn more about using Twitter for Financial Services Marketing?

Download the free presentation for tips and tricks to build your business using Twitter.

See How Twitter Lists are Measuring Marketing Influence

dcesarini@cesarini.ca (David Cesarini) — Sat, 28 Nov 2009 22:23:49 PST

Since launching Twitter Lists, the feature that lets anyone find and create lists of people on Twitter, social media marketers are recognizing Lists as the most definitive metric of network influence.

In the few weeks since their launch, millions of lists have been created and maintained by self-selected "curators" as a way to sort, rank, label, and describe Twitter accounts. The cumulative effect of this collective action has been the emergence of a simple and authoritative measure of influence - the higher the number of lists to which you are added, the more significant your social network standing.

You can see how many lists you're on by checking the sidebar of your Twitter account. Clicking on the link will take you to the lists. Keep in mind, that like Google Sidewiki and other social media sites that rely on user-generated content, you may not like a list you're on. Consequently, you may remove yourself from a list simply by blocking the creator of the list.

Since it's easy for anyone to add and publish lists, if you have an idea for one, just click "New list" in the sidebar of your Twitter account and you're on your way. To add people to your list use the "Lists" drop drown on their profile page. I've included the video, above, for further explanation.

If you're looking for a list to follow or some ideas to create your own, I've created two lists, one based on my Advisor Twitter Index Canada called the Canadian Advisor Twitter List and the other, a list of Financial Services Marketing Meetup Speakers. Pat Allen of Advisor Tweets has published the US Advisor Twitter List, and if you'd like there are more uses for lists, and even a website for Twitter lists.

Want to learn more about using Twitter for Marketing?

Download the free presentation for tips and tricks to build your business using Twitter.

Facebook for Financial Advisors Presentation

dcesarini@cesarini.ca (David Cesarini) — Fri, 04 Dec 2009 10:50:11 PST

Want to grow your online network and build your business? Download the introductory presentation: Facebook for Financial Advisors.

Prefer hands-on training? See the selection of internet marketing workshops.

All workshops are Continuing Education Communication credit qualifying through Financial Planners Standards Council (FPSC).

Twitter for Financial Advisors Presentation

dcesarini@cesarini.ca (David Cesarini) — Thu, 03 Dec 2009 13:57:29 PST

Want to grow your online network and build your business? Download the introductory presentation: Twitter for Financial Advisors.

Prefer hands-on training? Schedule a social media workshop for your office: See the selection of Social Media Marketing Workshops.

All workshops are Continuing Education Communication credit qualifying through Financial Planners Standards Council (FPSC).

6 New Meetup Member Websites

dcesarini@cesarini.ca (David Cesarini) — Wed, 18 Nov 2009 14:58:59 PST

Last week we posted 32 meetup member websites, today we have 4 new members and 6 new web addresses. Here are the six:

	Meetup Profile	Web Address
1	Bradley Bumstead	BumsteadFinancial.com
2	Chris Lubell	iFinance.ca
3	Kepler Fontenele	Keplerweb.com
4	Liza Lee	Artistrun.org
5	Matthew Quetton	Sauder.UBC.ca/BFC
6	Nada Adams	VIPResultsCoaching.com

Related Reading: 32 Meetup Member Websites

Social Media Marketing Presentation

dcesarini@cesarini.ca (David Cesarini) — Thu, 19 Nov 2009 14:49:30 PST

Want to grow your online network and build your business? Download the introductory presentation: Social Media Marketing for Financial Advisors.

Prefer hands-on training? Schedule a social media workshop for your office: See the selection of Social Media Marketing Workshops.

All workshops are Continuing Education Communication credit qualifying through Financial Planners Standards Council (FPSC).