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why accountants & financial advisors don’t blog, podcast, videocast, or network on-line for clients?

Nov 18th, 2007 by Vikram Rajan

It's growing at an exponential rate: But I've found there is still a humongous part of the professional world -- especially accountants and financial advisors -- who aren't into blogging & podcasting because they feel it doesn't apply to them.

First of all, they don't quite understand the technology - and that scares them. And then, these professionals rarely take part in such media (blogs, podcasts, on-line videos, communities). And when they do (like many those reading this), it's a foreign experience. Hint: You're supposed to leave a meaningful comment, and link back to your website.

Moreover, the vast majority of CPA's, bookkeepers, tax professionals, investment advisors, insurance brokers, and financial planners don't know if blogging & podcasting will bring more qualified prospects and referrals. They don't know - and they're afraid it won't work....

Here's how accountants & financial advisors can use "Web 2.0 social media" to market themselves better, even with all the compliance & ethics regulations.

On Friday, I was invited by a large financial services firm to address this question, in context of personal brand marketing. The full 42 minute session will be on Google Video shortly... a juicy 10-minute excerpt is now on YouTube:

Posted in REPUTATION, Controls, COMMUNITY, Compliance | 8 Comments

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8 Responses to “why accountants & financial advisors don’t blog, podcast, videocast, or network on-line for clients?”

on 21 Nov 2007 at 5:10 pm1Shannon Golladay

I enjoyed your presentation. We would like to start a blog at Paragon Wealth Management. Do you have any tips or advice? Thank you!
on 06 Aug 2008 at 3:42 pm2Kirk Ward

Hi Vik,

I’m a retired accountant and am excited to see you talking about blogs and podcasts. I think you are right that most accountants and financial advisors don’t understand the technology and how it affects their marketing efforts. Thsi is probably a holdover from the lack of practice marketing education in school and why services such as yours are so valuable. Keep at it!
on 07 Sep 2009 at 5:50 am3Investment Advisor

Great Post. I am Sick of this Post

Actually, I agree some of the views of the author and some not.

Thanks Raushan
on 10 Oct 2009 at 2:25 am4Ray1234

Informative post.. Thank you for such a nice post and video. By the way do you heard about the site http://www.gentlerainaffluentmarketing.com/. They are structured exclusively for the Financial Advisors to improve their ability…..
on 30 Oct 2009 at 9:12 am5Madison

That was nice post. Good informative has been given. The post seems to be very informative one. I knew a marketing consultant who provide a good marketing tips and the useful information about the financial, insurance and marketing business.
on 03 Nov 2009 at 4:27 pm6Matt

I would love to find out how advisors are able to get around the outdated and ridiculous compliance rules.
on 01 Mar 2010 at 6:16 pm7Marketing for Accountants

Interesting content…Ron Baker talks about Knowledge Workers and the experience economy.
on 19 Jun 2010 at 2:20 am8financialspreadbetting

It is interesting how some industries havn’t embraced social media. I am seeing more banks starting to do it now.