Trust Company of America » Evolve Blog

How to Create a Perfect Advisor Blog Post

Andrea Collatz — Tue, 14 May 2013 19:18:33 +0000

Originally posted by Maggie Crowley on Advisor Websites. I have spent a good deal of time trying to convince advisors of the importance of blogging. In fact, I’ve basically written a book about it (well, a chapter of a book). As a result, advisors want to know how it’s done. Your advisor blog can be [...]

Top 5 Search Engine Optimization Don’ts for Advisor Websites

Andrea Collatz — Tue, 07 May 2013 14:36:45 +0000

Don’t miss this Thursday’s Genius Session: Learn how advisors are driving traffic to their website with SEO As an advisor, you want to draw the right kind of investor to your website. Yes, it’s nice to have high web traffic, which you should know based on your Google Analytics results, but even more important is [...]

Ready for Your Next Regulatory Exam? Here’s How to Survive.

Andrea Collatz — Wed, 01 May 2013 21:30:06 +0000

Be sure to watch the webinar: How to Survive a Regulatory Exam. Are you prepared for your next regulatory exam? If it’s been awhile since you’ve had an exam, or if you’ve never had an exam, it’s important to prepare so you have the best possible outcome. The SEC says they have the manpower to [...]

5 Ways to Make Your Social Media Accounts “Hacker-Proof”

Andrea Collatz — Wed, 17 Apr 2013 21:55:59 +0000

Lately, I’ve come across a few articles in the news about social media identity fraud. Take for instance the story about a prominent short-seller who discovered (unbeknownst to him) that he appeared to have tweeted about Herbalife Ltd. Having your social media accounts hacked can do irreparable damage to your company and reputation. However, before you [...]

Advisor Technology that Gives a Holistic View of Your Book of Assets

Andrea Collatz — Tue, 09 Apr 2013 20:31:00 +0000

A notable feature of TCAdvisor, is the versatility of the platform. Advisors can access the Consolidated Asset Management (CAM) screen, which is the best way to get a bird’s eye view of their entire book of assets. Advisors can also create block trades in bulk for an asset across multiple models, or quickly sell multiple assets. This enables the flexibility [...]

Are Your Social Media Posts Boring?

Andrea Collatz — Tue, 02 Apr 2013 16:58:14 +0000

Originally posted by Financial Social Media. As the marketing manager at Financial Social Media, I constantly face the challenge of producing creative and interesting content that generates interest among our target audience. This not only includes blogging; it also social media, email marketing, webinars, website content, and more! At times, this can be a pretty [...]

Driving Efficiency with Liberty’s Easy Online Distribution Requests

Andrea Collatz — Wed, 27 Mar 2013 16:45:34 +0000

Easy online distribution requests is the latest update in a series of rollouts planned for Liberty this year. With online distributions in Liberty: Advisors can select the level of user that can request online distributions (investor, representative, RIA). Investors fill out a one-time authorization form to initiate the process. If the RIA elects to use the [...]

9 Ways to Double [Even TRIPLE] Your Leads Online!

Andrea Collatz — Tue, 19 Mar 2013 19:53:59 +0000

Originally posted by Financial Social Media. We live in a day and age where people flock to the internet for just about everything—answers to questions, entertainment, consumer research, shopping, social interaction, and so much more. While people used to physically visit or schedule calls to find financial advisors, they are going to the internet more [...]