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:
I enjoyed your presentation. We would like to start a blog at Paragon Wealth Management. Do you have any tips or advice? Thank you!
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!
Great Post. I am Sick of this Post
Actually, I agree some of the views of the author and some not.
Thanks Raushan
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…..
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.
I would love to find out how advisors are able to get around the outdated and ridiculous compliance rules.