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Category Archive for 'customer relationship management'

Do you use Linkedin? I’m surprised how many people in the nonprofit sector answer no when I ask this. Digging deeper I usually get a sheepish shuffle mumbling about how it doesn’t do much. I think it can be one of the most powerful tools an organization can use for fundraising. In this post I’m [...]

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Gartner predicts U.S. tablet sales will exceed 20 million in 2011. By this time next year 10% of all Americans will have a tablet and half of us will have smartphones – a year later will see ⅓ of us with tablets. Gartner goes on to predict that by 2015 most of us will have [...]

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This is a simple, straightforward question. Is your first touch selfish? Is the first contact that you have with your prospects about you or about them? It’s surprising how many businesses only realize this is important when they are asked. Even then, some folks never get it. In 1999, Seth Godin published Permission Marketing: turning [...]

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Germany played Argentina in the World Cup quarterfinals this last weekend. For the non-soccer fans reading this, that match is a really big deal. I was happily settled in front of the tube enjoying the match with my son when in the 3rd minute of the second half our world stopped — the cable went [...]

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Social media is just making its way to the financial services sector. A recent research report by American Century Investments found only 14% of financial advisory firms reporting that social media is producing tangible value for their firms. That’s pretty damning evidence until you see that only 19% reported using social media daily or more [...]

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Shell shocked by the current recession, some businesses are resorting to extremes. Several large businesses recently told me that they are simply doing no marketing at all this year. They’d like to be called in November so that we can plan for 2011. Seriously, call me next year? Other businesses are seeing the downturn as [...]

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Part 3 of 3 — This week SPURspectives is examining the new opportunity opening up in the securities sector as a result of changes in the FINRA guidance regarding social media use. Social media is taking off and FINRA has said you are now free to move about the cabin. In this three part series [...]

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Part 2 of 3 — Yesterday’s post looked at the first two principles from Hildy Gottlieb’s book, The Pollyanna Principles, in light of how they might be applied to the securities sector’s opportunity with social media. Today SPURspectives is covering a few more of the principles and how they address some of the biggest objections [...]

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Part 1 of 3 — The securities business is now free to participate in social media, thanks to the new FINRA guidelines. This should have a significant impact on the investment community interacts with customers. Needless to say, the financial sector is late to the social media party, but there are advantages to arriving late. [...]

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FINRA recently released their guidelines for financial advisors regarding social media. It essentially opens up the use of social media by financial advisors. This may not seem like good news on the surface to everyone. But if you consider that your retirement is one of the most, if not the single most expensive thing you [...]

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