Marketing strategy & mix Archives - Byrnes Consulting, LLC

How The Nexgen Gains New Clients

Less experienced advisors can win new business too
When starting out, often financial planners do not have many clients to generate enough referrals.

Don’t Be A Political Hater Online

A word to the wise related to mixing social networks and political posts

Social media and politics can be a dangerous combination, as there is a real risk of losing both clients and prospe

5 Steps To Land Positive Publicity and New Business

Do you have a solid public relations strategy?
Financial advisors need to do a better job of creating powerful content to share, increasing exposure and winning over prospects.

What a website says about you

Expert advice on how to improve an adviser’s website
Financial advisers should not let promoting their business fall by the wayside, even if they are not sales people.

Desperately seeking digital marketing

Has your online marketing strategy advanced?
It is no longer a matter of just having a nice website or LinkedIn page.

5 Social Media Mistakes To Avoid

When used properly, social media can drive business success
Social networks have been around for many years, but still many struggle to use them effectively.

Being Charitable Helps Win Business

Consider leveraging philanthropic efforts
Support nonprofit organizations for the right reasons, but also think through if volunteering, donating and supporting nonprofits can help improve b

Super Bowl History And The Best Ad

The best of Super Bowl LIII
In Super Bowl 53, Tom Brady became the first player to have six Super Bowl victories, after the New England Patriots won their sixth championship over the Los Ang

Advisors: Three Ways to Land Leads Online

New ways to get more clients.
Many advisory practices are not fully utilizing new technology that can improve their new business efforts.

Email Marketing Is Alive And Well, Although Evolving

In today’s digital world, is email a less effective method to reach clients and prospective clients?
You might be surprised it is still an incredibly effective communications tool.

New Business Dried Up? Here’s What to Do.

Need help improving sales?
It is very common that a firm that was once good at bringing in new clients slows down. This can happen for a lot of reasons.

5 PR Tips For Financial Planners

Getting positive publicity should be a goal of almost every financial services firm.
For many they need to take the first steps.

Keep Leads Warm

Financial planners need help to reach new levels of productivity, profitability and success.

A Dozen Of The Best Super Bowl Commercials

Over 103 million viewers watched Super Bowl LII (52). They saw a close game with the Philadelphia Eagles defeating the New England Patriots.

Marketing Mistakes To Avoid

Don’t make these marketing mistakes
Recently Mike Byrnes, President of Byrnes Consulting, teamed up with AdvisorAssist to conduct a webinar called “Online Marketing Mistakes to Avoid.

How to Get Your Firm Growing Again

Four ways to help grow your business
Too often successful firms hit a wall when it comes to growing their business.

Personalized video emails for developing relationships

There is a new technology that can help financial planners with their clients, prospects and time management
Personalized videos are an excellent marketing tool that allow one to interface w

5 Advisor Marketing Mistakes to Avoid

There are a handful of things most advisors can work on so their marketing efforts will vastly improve.

5 Ways To Improve Marketing ROI

Marketing is a critical business activity that can increase the success of any organization.

5 Steps to Get Great PR

Most organizations want positive publicity but are afraid to pursue it, as they think it will cost too much.

Why It Is Time To Update Your Picture

Is your headshot out of date?
Two of the most important pages for an individual online are the website’s bio page and the LinkedIn profile.

There’s More to Marketing Than Just Your Message

Each year the number of marketing tactics increase and the decisions get more complicated
It is no surprise that financial advisors need help when it comes to their marketing plans.

Texting for business reasons

Text messages can be a very effective means of communicating.
Although shorter in length, text message open rates far surpass email open rates.

Top Ten Tips for More 401(k) Business

Need help expanding your 401(k) plan sponsor and participant base?
Read Mike Byrnes’ 401k Specialist Magazine article to learn from ten experts on how they grow their businesses focusing

A Wonderful Women’s Networking Event: Mother’s Day Brunch

Need an event idea that is a hit? Want one that focuses on women? Want one that can draw in multi-generational families?
Try hosting a Mother’s Day brunch.

A conversation between two online marketing experts

Listen to the #HSonAir podcast interview of Mike Byrnes, President of Byrnes Consulting, hosted by Victor Gaxiola, Head of Customer Advocacy at Hearsay Systems.

Prepare for Change

Do you know where the future is headed for your business?
Like it or not, the world is evolving at a rapid pace. Professionals that fall behind are at risk of losing what they have.

Social media experiences shared by financial service leaders

Learn what was shared at the SIFMA social media seminar.

Advice from a dozen experts

Mike Byrnes, President of Byrnes Consulting, participated as one of the experts at TD Ameritrade’s National LINC conference.

Need Help Creating And Sharing Content?

Many in the industry need help with sharing content via enewsletters, using social media or updating websites to educate clients, stay in touch with prospects and strengthen relationships wi

A Surprising Winner In The Super Bowl Commercial Competition

Super Bowl 50 had some interesting story lines. The Denver Broncos team, led by Peyton Manning, defeated the Carolina Panthers with an solid defensive performance.

A New Must-Use Marketing Best Practice

To date, many people have not received personalized videos emails, which is part of the reason that they are so effective.

A Client Event Topic That Every Advisor Should Offer

Many more adults of all ages are using social media, but many of them are still trying to figure it out or they are having trouble keeping up.

A focus on business advice and personal inspiration

Mike Byrnes covered LPL Financial’s annual Focus conference that had 7,000 attendees in Boston. The event had a private concert by Hall and Oates and many great speakers.

Advisors: Do You Have A Digital Strategy?

The digital era is upon us and advisors will need to adapt if they want to continue to be successful in the future. This was a clear message at the Pershing INSITE conference.

Connecting with Couples

Mike Byrnes, President of Byrnes Consulting, was asked to contribute as a thought leader to TIAA-CREF’s program: Get Closer®: Solving the Couples Conundrum.

5 Keys That Make Super-Ensemble Firms More Successful

Many advisors can learn from advisory practices with over $1 billion in assets under management.

Use Google Analytics To Know If You Are Succeeding Online

Too many organizations are going blind when it comes to their online marketing strategy. However, the amazing thing about online marketing is that it is very measurable.

Why Your Website Sucks!

If you have not heard, “Mobilegeddon” is upon us.

How To Mediate Cyber Risks When Online

Most of us cannot disconnect from the internet, so we need to take precautions to remain safe.

How To Keep The Practice Growing

Most financial advisors want to grow their business, but many struggle with it.

The Best Super Bowl Ads And The Marketing Lessons They Provide

Super Bowl XLIX will be most remembered for the New England Patriots’ interception with very little time on the clock to beat the Seattle Seahawks.

10 Tips To Become A Better Presenter

Be a better presenter
Although not everyone feels comfortable being a public speaker, often times it can help one’s career and business success.

Future Performance: Issues Facing Advisors

Mike Byrnes, President of Byrnes Consulting, was asked about future trends for financial advisors that will start to impact the industry in 2015.

Expert Inbound Marketing Advice

Inbound marketing works. The proof can be seen in the shift of marketing resources coming from outbound marketing.

Growing A Practice The Multifamily Office Way

Many financial advisors strive for the family office model, even if they don’t have the client base to support it.

Grow Better (Organically And Inorganically)

Too often businesses have their growth flatline even though they want to continue their success.

Social Media “Insite”

Mike Byrnes, President of Byrnes Consulting, LLC, sat on a panel at INSITE 2014, Pershing’s national conference that had over 2,000 attendees, including advisors from over 25 countries.

Create philanthropic alliances

Mike Byrnes, President of Byrnes Consulting, LLC, spoke at the Raymond James national conference held in National Harbor, MD, May 22, 2014 on the topic of: An underdeveloped revenue stream�

Business success

Mike Byrnes, President of Byrnes Consulting, gave a practice management workshop called “Keys To Business Success: Financial Advisor Best Practices” at Caesars Palace in Las Vegas on Mo

Big Data – Marketing’s Evolution

It is no surprise, the evolution of marketing will become more scientific, more calculated and ultimately more effective.

Keys To Business Success – Financial Advisor Best Practices

Attend a practice management workshop called “Keys To Business Success: Financial Advisor Best Practices.

Social media and event marketing expertise

The TD Ameritrade Institutional national conference had a nice charitable element to it.

Top 10 Online Practices for Nonprofit Marketing

Online marketing is becoming more crucial for any organization, especially nonprofits.

Advisors Offer 11 Ways To Get More Client Referrals

Want help gaining more business by building out your referrals strategy? If so, it is helpful to know what works in practice, not just in theory.

Issues Facing Advisors in 2014

What do you see as a major issue for financial advisors in 2014?
Mike Byrnes, President of Byrnes Consulting, answered this question and was quoted in the December 2013 issues of the NAPFA A

Best Practices From Consulting Experts

TD Ameritrade Institutional’s 2014 national conference had Mitt Romney, former Governor of Massachusetts and presidential candidate, Simon Sinek, renowned leadership expert and author, and

Super Bowl Not Up To The Hype

For the 5th year in a row, Mike Byrnes has watched the Super Bowl and had fun evaluating the commercials.

Multi-family office best practices

Whether you are a multi-family office or not, it is easy to learn from the organizations that work with the wealthiest families in the United States.

12 Business-Improving Articles From 2013

Read a dozen of Mike Byrnes’ practice management related Financial Advisor articles from 2013.

Write More Effective Communications

At the Financial Planning Association of Massachusetts annual meeting, Susan Weiner, owner of InvestmentWriting.com, gave a presentation called “How to Write Emails People Will Read.

Social media for nonprofits

Mike Byrnes spoke to over 60 nonprofit leaders on the topic of social media and how it is changing the way the game is played.

A NextGen Wake-Up Call

If a business wants to be successful in the future, it needs to develop a focus on the next generation. Financial advisors are not exempt from this fact.

Humanizing With Humor

Mike Byrnes attended the recent Inbound Marketing Summit conference in Boston and covered a “Late-Night Comedy Meets Inbound Marketing” presentation by Tim Washer, a former

Expert advice to be more successful

Mike Byrnes, President of Byrnes Consulting, LLC, gave a keynote presentation at the 2013 Bank & Trust Summit on the topic of “A new world of marketing.

Social Media Conference for Financial Services

The 4th annual Social Media Conference for Financial Services, organized by LIMRA and LOMA, was again a hit. Mike Byrnes, presented on the pre-day on the topic of Growing Social.

The Increasing Power Of Pictures

Because of the information overload era we are in, successful marketers are going to need to get their messages across in new ways to stay effective.

Best practices and benchmarking

Fidelity Institutional Wealth Services’ Inside Track event held in Boston contained some sound advice and insight for advisors.

11 Tips On Using Social Media

LinkedIn’s FinanceConnect conference offered some great advice on how marketers need to reinvent social media strategies for the financial services industry to communicate effectively with

Marketing Lingo You Must Add To Your Vocabulary

The digital age has brought about a lot of change, even to our own vocabulary.

Converting Leads Online

More and more, prospective clients are going to do research online to make decisions of which individuals and organizations to work with.

More from “Something More”

Mike Byrnes appeared on the “Something More with Chris Boyd” radio program heard on WXTK 95.1 FM on April 6, 2013.

Your Most Reviewed Online Information

Know what is consistently one of the most visited pages on most websites?
The biography under the ‘About Us’ section.
Why is that? Visitors want to know about you.

Unleash the Power of Blog Commenting

Mike Byrnes, President of Byrnes Consulting, was quoted extensively in an article in the March 2013 issue of Website Magazine.
Read what Mike said about commenting on other sites.

Four Tips To Get More PR

After giving an FPA of Massachusetts media training and speaking at the Barron’s Top Independent Advisors Summit, Mike Byrnes came up with four pieces of advice to get more publicity utili

Social Media Advice for Top Advisors

Mike Byrnes, President of Byrnes Consulting, LLC, spoke at Barron’s Top Independent Advisor Summit.

PR and social media training

Mike Byrnes, President of Byrnes Consulting, spoke for the Financial Planning Association of Massachusetts on the topic of PR and social media.

The Super Bowl Commercial Showcase

This year’s Super Bowl had lots of excitement from the game, half-time show, blackout and over 50 commercials.

Top Guns, the NextGen and Social Media

For over 3,000 attendees, this year’s TD Ameritrade Institutional National conference rocked for registered investment advisors.

Mike Byrnes shares expertise at FSI’s OneVoice

Mike Byrnes gave a presentation called “Social Media – A Communications Revolution” at the Financial Services Institute’s largest ever OneVoice 2013 conference, the n

Prepare for your Zero Moment of Truth

We have become a research society as consumers use the internet to research everything to become better informed before making a purchase.

Plan a Client Appreciation Event

Hosting a client appreciation event is a good way to thank your clients for their business and generate goodwill that can increase referrals.

13 Keys to Success in 2013

In the hopes to help financial advisors improve success in the new year, Mike Byrnes shared a baker’s dozen of practice management tips.

12 Business-Improving Articles From 2012

Mike Byrnes wrote many helpful articles for Financial Advisor in 2012.
Read this summary of 12 contributions that can improve your business.

Brandscaping: An Online Marketing Best Practice

Today’s digital world is revolutionizing marketing best practices.

Our Industry Will Look Different Because Of The Digital Age

Mike Byrnes recently presented for the FPA National Capital Area Chapter on the “13 Keys for Success in 2013.

Client Gift Ideas

Clients that like you and feel special give more referrals. That is why advisors should put a lot of thought into what they can do to make them raving fans.

The Impact Of Social Media

Mike Byrnes spoke at Charles Schwab’s IMPACT conference on November 14, 2012 in Chicago, Illinois in front of 300 registered investment advisors on the topic of “Unleash the Powe

The Time To Prepare Heirs Is Now

Mike Byrnes recently spoke at a two-day conference in Malibu, California called The Great Wealth Transfer, organized by the Institute of Preparing Heirs.

10 Expert Marketing Tips

Two excellent marketing conferences in Boston delivered lots of great advice.

Facebook Hits 1 Billion Users

“The Social Network” has hit quite a milestone. This September it surpassed one billion users. That’s 1/7th of all humanity.

Get More Online Leads with SEO

Drive more traffic to your website and generate more online leads by utilizing Search Engine Optimization (SEO).
Read Kevin Feehily’s article that appeared on RIACentral.

Leverage brand ambassadors

There are a few large companies that serve as an excellent example of how to fully utilize the power of their own people, when it comes to social media.

Social media for top advisors

Mike Byrnes, national speaker and President of Byrnes Consulting, LLC, spoke at Barron’s Top Advisor Summit in Orlando, Florida on September 13, 2012.

Financial Services Social Media

Watch a quick YouTube video with Stephen Selby, Director of Regulatory Services at LIMRA, and Mike Byrnes, President of Byrnes Consulting, discuss the 3rd annual LIMRA and LOMA social media

A “Focus” on social media and succession planning

LPL Advisors Focus On Succession Planning LPL Financial’s Focus12 national conference in San Diego, CA had another huge turn out.

Content is Key

Several social media experts recently spoke at the Boston Content Marketing and Communications Leadership Forum hosted by PR Newswire, in cooperation with the Business Development Institute.

Use Video to Improve Website and Attract New Clients

Advisors who use videos can separate themselves from their competition.

Want an all-star website?

Looking across all industries, major league baseball has some of the best websites out there.

Cause-Related Social Media

Most for-profit organizations and nonprofits are still trying to figure out how to use social media effectively. One great opportunity is for two separate organizations to join forces.

Marketing strategy & mix