Skip to content

Financial Advisors: When It Comes To Social Networking, Get Found Local

Your prospects search for services and products, including the advisory services you provide, on the Internet or using their mobile devices. Today, having a website just isn’t enough to get your firm found locally or to stick out from the crowd of local competition.

Today’s telephone book is called the “local search engines”. If you want to be found by local clients, but aren’t ready to hire a Search Engine Marketer (SEM), this article will provide you with the “major” local engines that you want to be listed on.


Web Designers for Financial Advisors & Professionals

It’s on your to-do list or it’s an action you want to take that’s listed on your business and marketing plan. It looks like this:

Update my firm’s website by _____.  (OR THIS)

Create a firm website by _____. (OR THIS)

Create a firm blog by ______.

When I first went into business, 15 years ago, I created my own website and then a few others.  I keep up with web design trends, but I no longer create sites for clients — I leave that to the professionals.  However, when a client needs to update their firm’s website or add a blog, I provide a list of financial advisor web designer resources.   With compliance being as it is, it’s beneficial to use a designer whose firm is experienced and understands the nuances of marketing and promotion — as it relates to advisors.  Even so, don’t have anything published publicly until it’s approved by YOUR compliance person.


Technology, the U.S. stock market, Flash Boys & Dark Pools

The word of the decade must be transparency and fairness to all


March 30:  60-minutes expose  and after the show Overtime programs or view below

March 31:  I enjoyed, with awe, this Charlie Rose 60-minute interview on his PBS show with Michael Lewis, on Lewis,  the author of Flash Boys.



April 1:  The Worst Response Yet To The New Michael Lewis Book

March 28:  Another look  by CNBC’s


2010:  Quants by Scott Patterson


Dark Liquidity or Pools… the next place that needs more exposure?


What’s your favorite quote on the topic of planning?

Over the years, I have used many different quotes in my talks, Power Points, etc.  I’d like to learn new ones from you!  Please include the author of the quote.   And feel free to comment on the quote (or other quotes) posted here, too!


Here are some of the quotes LinkedIn Group members have contributed to:

“If it’s going to be, it’s up to me” – Dr.


Are you tired of throwing your time and money away on marketing ideas that don’t work?

Lots of IdeasIf you had a consistent and focused marketing and business plan, what would that be worth? Hundreds? Thousands? If you had a niche could you attract more AAA clients? Have you wondered — as you stare at a stack of paperwork — how much time and money you’re losing every day because you don’t have a pro-active plan?

Imagine if you knew what you need to do in the office every day to be more profitable, efficient, and productive.


Recipe: Italian Chicken Cutlets

In New York, I’d go to the bread store, get bread crumbs and make my own bread crumbs.  I’d go to the Butcher and they’d sell me Chicken Cutlets.  Here on the west coast, the bread crumbs come from the supermarket and to get chicken cutlets, you have to take out your anger out on a few chicken breasts!  Eat as a part of a dinner, add cheese to it, or create Chicken Parmigiana  with it!


The Joy of Growing Up Italian

Thank you to John Fusco who put this together.


It’s from


If you are an Italian American, get a few tissues.  The memories are very strong and heartwarming.

The author grew up in an Italian neighborhood in the 40-50′s, I can see how, in just the 10 years , (I few up in the 50-60′s) things had changed “just a bit”.


A Very Balanced Approach (Testimonial)

"Maria is a top notch business consultant and coach. I hired her for a
consultation which turned out to be a great opportunity for me to see my business from a
very experienced mentor’s perspective.

A "woman of her word" she followed through, by email, with informative links
and resources to every single topic that we discussed.
Maria shares a well balanced approach, taking into consideration that "life happens
while you’re running a business".


Top 10 Time-saving Tech Tips (Computer/Smartphone)

My friend Carla, knowing how much of a geek I am sent me this video. Guess what… I learned a whole lot of interesting tips!

Tech columnist David Pogue shares 10 simple, clever tips for computer, web, smartphone and camera users. And yes, you may know a few of these already — but there’s probably at least one you don’t.


Plan a Daily Desk Vacation & Boost Your Productivity

I learned a lot when I worked on Wall Street; sometimes, my lessons took me by surprise. The phones on the trading desks often stop ringing right before the Fed releases an economic number. During one such lull in activity, I was chit-chatting with other team members about life in general. "What do you do for fun?" my colleague asked us.