Posted in banking, community, consumer behavior, donor, economic recession, financial services, investment, kansas city, marketing, network, social network, transformation on May 12th, 2010
To say that the recession has had a negative impact on retirement savings is a serious understatement. Rather than debate the legality, morality or responsibility to shareholders and other arguments related to the cause of the problem, I would like to open a conversation about how to fix the destruction. A lot of people are [...]
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Posted in banking, branding, community, consumer behavior, consumer engagement, customer engagement, customer interaction, economic recession, financial services, follower, investment, marketing, marketing innovation, network, social branding, social marketing, social media, social network, web on Apr 26th, 2010
The implosion of Wall Street has seen a dramatic and steady exodus of investors and their funds over the last two years. While Wall Street pays the price for pushing the envelope too far, independent financial advisors all across the country are beginning to experience a very different result. This is proving to be the [...]
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Posted in community, consumer behavior, consumer engagement, customer engagement, customer interaction, follower, investment, marketing, marketing innovation, network, social branding, social marketing, social media, social network, twitter, web on Apr 14th, 2010
I need your input to help solve a thorny problem.
A friend of a friend has built a successful business. His organization has an excellent territory sales force that required a sizable investment to create. It is an extremely valuable asset.
The problem: A new salesperson is suddenly having tremendous success selling through social media channels. Social [...]
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whippoorwill I was on a Boy Scout camping trip and had just gone to bed. The quiet stillness was suddenly interrupted by the sound of a whippoorwill overhead. What began as a charming trill welcoming me to the great outdoors soon degenerated into a grating annoyance. This bird would not shut up. It went on [...]
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Posted in 1:1 Marketing, CRM, banking, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, customer engagement, customer interaction, customer relationship management, financial services, follower, insurance, investment, leader, marketing, marketing budget, marketing innovation, network, one to one marketing, personalized marketing, social branding, social marketing, social media, social network, twitter on Apr 8th, 2010
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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Posted in SPURspectives, branding, community, economic recession, investment, leader, lifecycle, marketing, marketing budget, network, social network, spur communications, transformation on Mar 30th, 2010
Yesterday’s SPURspectives post talked about sowing the seeds for the future of your business so that you’re moving in a positive direction as the economy picks up. One way to do that is to look at your crop of existing employees and the crop of resumes crossing your desk. If you’ve been doing a good [...]
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Posted in CRM, SPURspectives, branding, community, consumer behavior, consumer perception, customer engagement, customer interaction, customer relationship management, donor, donor engagement, economic recession, investment, marketing, marketing budget, marketing innovation, network, spur communications on Mar 29th, 2010
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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Posted in CRM, SPURspectives, Uncategorized, banking, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, customer engagement, customer interaction, customer relationship management, donor, donor engagement, financial services, follower, investment, marketing, marketing innovation, network, non profit, nonprofit, social branding, social marketing, social media, social network, spur communications, twitter, web on Mar 2nd, 2010
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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Posted in CRM, SPURspectives, banking, branding, community, consumer behavior, consumer engagement, consumer generated content, consumer perception, customer engagement, customer interaction, customer relationship management, donor, donor engagement, financial services, investment, marketing, marketing innovation, network, non profit, nonprofit, social branding, social marketing, social media, social network, spur communications, twitter, web on Mar 1st, 2010
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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Posted in SPURspectives, Uncategorized, banking, branding, community, consumer behavior, consumer engagement, consumer perception, customer engagement, customer interaction, donor, donor engagement, economic recession, financial services, follower, fundraising, insurance, investment, marketing, marketing innovation, network, non profit, nonprofit, social branding, social marketing, social media, social network, spur communications, web on Feb 24th, 2010
Each of us is intimately aware of how we are being impacted by the current financial crisis. However, it is the younger millennial generation that deserves closer examination, as their response to the situation will have the furthest reaching impact on our future. The financial crisis is having a greater impact on the saving, investing, [...]
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