InfluenceAdvisor Services & Capabilities 2014

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InfluenceAdvisor brings a new level of integration and sophistication to PR, content marketing, social media, and lead generation for advisors, advisory firms, and investment managers. …

InfluenceAdvisor brings a new level of integration and sophistication to PR, content marketing, social media, and lead generation for advisors, advisory firms, and investment managers. InfluenceAdvisor clients are continually in the news and establish and maintain a leadership position in their markets and to their constituents.

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  • We know advisors and the advisory business. We help advisors and advisory firms with publicity, web development, marketing, social media. We know trends in the business and

  • We know advisors and the advisory business. We work with advisors and advisory firms with publicity, web development, marketing, social media. We identify trends and apply a broad range of capabilities for advisors, advisory firms and investment managers.

  • For financial publicity generated by Influence Consulting Group see: https://www.linkedin.com/company/financial-publicity



  • Publicity in the news section of cmgwealth.com



  • Full-scale website developed in WordPress. http://influenceadvisor.com
  • Developed communications strategy, identified web developer, worked on content, layout, strategy for newsletters, generated publicity in The New York Times, Wall Street Journal, Smart Money, Dow Jones and other outlets for Aaron Schindler, New York based CFP® specializing in insurance, investments and financial planning. $40 million AUM.
  • We conceived of this sub site directed entirely toward financial advisors. We worked with Web Savvy to develop site. We manage content and promote the site, integrated with full-scale PR program, social media, editorial, publicity and content marketing.
  • Worked with web developer and Wealth Advisory Group CEO Howard Elias to create content for web site.

    Designed and developed recruitment page.

    - Wealth Advisory Group, based in New York City, carries life, health, disability, long term care, and other insurance from Guardian, and other top rated carriers.

    - Wealth Advisory Group manages more than 10,000 investment accounts, with $500 million in assets under management.
  • Conceived, created and managed newsroom for tastytrade, combined with major publicity.
  • Content marketing – White Paper. Lead generation. Data capture.
  • Edited White Paper for Landing Page. Worked with client and designer on White Paper and Landing Page.

  • We arranged for Steve Blumenthal and Sarah Potter to get contributor slots at Forbes, and then assist with marketing the pieces through blogs and social media outlets.
  • The Power of Forbes – Steve Blumenthal’s first piece. More than 7,000 views in the first 3 weeks, reproduced in dozens of outlets.

  • We arranged for Sarah Potter to become a Minyanville contributor.

    The site attracts more than 1.3 million unique visits and 8 million to 10 million page views per month. Content is featured daily on Yahoo!, Yahoo! Finance, MSN Money, MarketWatch, AOL Daily Finance, Nasdaq.com, and USA Today.

  • Placed story in The Wall Street Journal.
  • Financial Advisor

    Total circulation: 105,000. 70% independent financial planners/advisors/RIAs. 17% fee-based wirehouse and regional brokerage advisors.

    Average value of client accounts readers personally manage: $1.8 million

    Average number of clients readers personally manage: 180

    FA subscribers invested over $2.25 trillion for clients

    Amount of assets readers personally invest
    • $100 million or more ................. 5%
    • $25.0 million - $99.9 million ........... 18%
    • $10.0 million - $24.9 million ........... 25%
    • $5.0 million - $9.9 million ............. 24% • $1.0 million - $4.9 million ............. 22%
    • Less than $1 million .................. 6%
    ----------------------------------
    Financial Advisor IQ

    Financial Advisor IQ (FA-IQ) is a member of the Financial Times family of news services covering the investment management industry, including sister publications Ignites, FundFire and GatekeeperIQ. Launched in 2013, FA-IQ is “all about the client” and delivers powerful news content artfully shaped to help financial advisors build their practices.

    ----------------------------------
    Advisor Perspectives

    Advisor Perspectives is the leading interactive publisher for Registered Investment Advisors (RIAs), wealth managers, and financial advisors.

    2014-06-13 Is the European Economy Turning Japanese by PJ Grzywacz of CMG Capital Management Group
    2014-05-30 How Not To Get Soaked When The Bond Bubble Bursts by Steve Blumenthal of CMG Capital Management Group As I wrote in my latest Forbes .
    ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy
    -----------------------------------
    Harvest

    The premiere digital community for investors of all experience levels to connect, share, and grow.
    Connect with everyone from the largest Hedge Fund managers to your friends and family.
    Discover new investment ideas and perspectives while sharing your own with friends and followers.
    Build your investment track record, or simply learn more about how to invest, by managing your own real-world simulated long/short portfolio

    ------------------------------------
    Finect

    Simple, compliant social media for financial advisors, asset
    managers and others in the financial industry. It provides a unified way to manage
    employees, share and track content, create groups, and meet compliance regulations
    for approvals, archiving, reporting and more.

    For Financial Advisors:

    Boost your Business
    How can you build your business efficiently in today’s world? Here you can:
    Let your voice be heard in seconds – post once, reach many on Twitter, LinkedIn
    Build your new client “following” and engage
    Schedule meetings, invite them to events

    Save time, save money while increasing engagement
    Money’s precious – and so is your time. Here, you can:

    Distribute articles, invitations & more from a single platform.
    View personally relevant news, trends and friends from a single dashboard.
    Instantly access full compliance tracking & reporting.
    Save thousands on third party costs for compliance or consultants.

    Discover Real-Time Peer Trends

    What products should you be considering? How can you supplement traditional product research? Here you can:
    Find and join relevant, high-quality groups based on your interests.
    See what’s trending with peers -- in investment products, research, groups, discussions & more.
    Take a deep dive into a product or strategy you’re considering – supplementing static information.
    Get the latest from your favorite industry leaders & thinkers


  • Placed story in The Wall Street Journal.

Transcript

  • 1. Trends, insight and services for 2014 Bringing a new level of integration and sophistication to public relations, social media, and marketing for advisors and advisory firms
  • 2. InfluenceAdvisor Advantage We know advisors and the advisory business. We represent independent advisors, RIAs, small and large advisory firms , and investment managers.
  • 3. InfluenceAdvisor Services influenceadvisor.com • Strategic communications planning • Publicity • Social media • Editorial • Content marketing • SEO • Speaking engagements / conference support
  • 4. InfluenceAdvisor Publicity https://www.linkedin.com/company/financial-publicity
  • 5. InfluenceAdvisor Publicity http://www.cmgwealth.com/ri-category/news/
  • 6. InfluenceAdvisor Web Dev http://influenceadvisor.com
  • 7. InfluenceAdvisor Web Dev http://aaronschindler.com
  • 8. InfluenceAdvisor Web Dev http://advisorcentral.cmgwealth.com
  • 9. InfluenceAdvisor Web Dev
  • 10. InfluenceAdvisor Web Dev info.tastytrade.com
  • 11. InfluenceAdvisor Landing Page http://advisorcentral.cmgwealth.com/intro-to-tactical-investing/
  • 12. InfluenceAdvisor Editorial White Papers / Backgrounders / Blog Posts
  • 13. InfluenceAdvisor Content Marketing Forbes has 27 million unique visitors per month
  • 14. InfluenceAdvisor Content Marketing Forbes has broad distribution and deep SEO
  • 15. InfluenceAdvisor Content Marketing More than 1.3 million unique visits, 8 - 10 million page views per month. Distributed on Yahoo!, Yahoo! Finance, MSN Money, MarketWatch, AOL Daily Finance, Nasdaq.com, and USA Today.
  • 16. InfluenceAdvisor Content Marketing
  • 17. InfluenceAdvisor Content Marketing
  • 18. InfluenceAdvisor SEO Partnership with SEO4Advisors, the premiere SEO company for advisors
  • 19. InfluenceAdvisor Social Media
  • 20. 845 Third Avenue 6th floor New York, NY 10022 influenceAdvisor.com A division of Influence Consulting Group Mark Rose mark@influencecentral.com https://www.linkedin.com/in/mrosepr