Cesarini.ca

Meetup: Majid Khoury, Ipsos ASI

cesarini — Wed, 16 Jun 2010 06:18:43 +0000

Majid Khoury, Senior Vice President, Ipsos ASI, discusses the importance of brand differentiation in financial services marketing and its impact on brand health and market performance. Majid discusses some of the factors that can differentiate your practice based on what is important to the consumer.

Meetup: Sheila Walkington, Women’s Financial

cesarini — Wed, 16 Jun 2010 05:36:19 +0000

Sheila Walkington, BAA, CFP discusses the benefits of fee-only financial planning. Women’s Financial Learning Centre is a fee-only financial planning firm – which means they do not sell investments or receive commissions. Using everyday language, they offer independent financial expertise so that women and their families can reap the benefits of being financially prepared.

Meetup: Josh Rimer, VIP Video

cesarini — Tue, 15 Jun 2010 20:13:23 +0000

Josh Rimer, Owner of VIP Video, tells us how to start successfully marketing a small business using internet video. Josh built a burgeoning video franchise by reaching large audiences on YouTube (over one million views), through his full-service video production company, and organizing the Independant Film & Video Meetup. He met to talk about what it takes to create compelling video content to promote your small business.

Audio provided by Wendy at ToGoPros.com

Meetup: Chris Trottier, HootSuite

cesarini — Tue, 15 Jun 2010 04:51:11 +0000

Chris Trottier, Ambassador of Happiness at HootSuite, presents the new Team Collaboration Tools for social networks. HootSuite, the professional Twitter application, and it’s sidekick, the Ow.ly toolbar, have been joined by Team Collaboration Tools in an effort to deliver the ultimate suite of social media applications. HootSuite’s Team Collaboration Tools are designed for work groups to publish collective messages on social networks with consistency, simplicity and speed.

Audio provided by Wendy at ToGoPros.com

Meetup: James Sherrett, Adhack

cesarini — Sun, 16 May 2010 22:02:56 +0000

James Sherrett, founder and CEO of Adhack, discussing the launch of the Adhack Creators Directory, the newest feature of the crowdsourced advertising community. The Creators Directory is the fastest way for ad agencies to find talent by location, skill, industry, and media type. The directory also includes a new “Cred” metric that ranks creators by Adhack experience.

Adhack is an online marketplace for ads. Creative professionals use Adhack to create, display, and sell advertising, while advertisers use Adhack to post creative projects, find winning ads, and buy them.

Audio Provided by Wendy at ToGoPros.com

Meetup: Reg Neufeld, SendOutCards

cesarini — Mon, 12 Apr 2010 18:42:25 +0000

Reg Neufeld’s presentation at the Financial Marketing Meetup (http://meetup.cesarini.ca) is the founder of Growing Into Success Training where he is pursuing his passion for sharing life success, knowledge achievement, and helping others live to their full potential. Known as the FollowUp Guy, Reg provides tips and tools for helping people stay connected by maintaining meaningful professional contact through services such as SendOutCards.com

Audio Provided by Wendy at ToGoPros.com

Meetup: Bart Wisniowski, AdvisorWebsites

cesarini — Mon, 12 Apr 2010 18:23:53 +0000

Bart Wisniowski’s presentation at the Financial Marketing Meetup (http://meetup.cesarini.ca). Bart is the CEO and co-founder of AdvisorWebsites.com where he manages a variety of products and services specifically focused on developing and utilizing effective websites for professionals in the financial services industry.

Audio Provided by Wendy at ToGoPros.com

Loic Jeanjean of AdvisorWebsites.com

cesarini — Wed, 17 Feb 2010 23:55:45 +0000

Want to put up a professional website and you’re wondering where to start? Today I spoke with Loic Jeanjean, Online Marketing Strategist at AdvisorWebsites.com about internet marketing for financial services professionals.

AdvisorWebsites.com has been around now for about 7 years in Vancouver and they provide compliant financial services websites for financial advisors and financial institutions in Canada and the USA. In this podcast, Loic and I talk about where to start when you’re thinking about marketing online, and what you’ll need to consider along the way.

The biggest objection many advisors have in setting up a website is the amount of time it takes them and the compliance clearances that are required. AdvisorWebsites.com saves you the time by maintaining your website for you and providing compliant solutions ‘out-of-the-box’.

Starting today, AdvisorWebsites and I will be cross-posting on each other’s blogs. You’ll see some blog posts by me over on their blog and some of theirs right here on mine. You can see Loic’s latest post gives you some good advice about Search Engine Optimization.

StockTwits Howard Lindzon on Finance and Technology Trends

cesarini — Tue, 05 Jan 2010 04:12:35 +0000

Howard Lindzon, Founder of StockTwits.com and author of The Wallstrip Edge talks stocks, trends, and technology in this New Years Edition audio interview.

Earlier this month, I began reading Howards book, The Wallstrip Edge, where he discusses his investment strategy of using trends to follow stocks to new all-time highs.

I managed to get some time with Howard to discuss his investment strategy, and ask him about his economic and market predictions for next year. While he’s not at liberty to do too much in the way of stock market prediction, he does discuss how he’s using the StockTwits Desktop social stream to uncover new trends and community interactions.

Lastly, asked him to point me to the best starting place for busy finance professionals interested in getting information on internet marketing.

Dan Dunn on inbound marketing and the ROI of social media

cesarini — Mon, 27 Jul 2009 21:47:09 +0000

Hubspot specializes in getting leads for small and medium business through inbound internet marketing. I was curious about the difference between inbound marketing and traditional marketing, so I had a chat with Dan Dunn, Director of Customer Experience and Product Owner at HubSpot.

During our discussion he talked about one of marketing’s greatest challenges - calculating the ROI of social media. Referring to an MIT study on the ROI of Hubspot, Dan described how to get the best bang for your buck in social media, and pointed out some online marketing tools.

Lastly, when asked about the existence of an East Coast - West Coast rivalry, Dan commented on Boston’s contribution to social media marketing.

You can connect with Dan through Twitter and LinkedIn.

Darrell Heaps on Q4 social media and XBRL

cesarini — Mon, 29 Jun 2009 23:55:29 +0000

Darrell Heaps and I met as co-panelists at the 2009 CIRI Conference in Victoria, and I wanted to ask him more about how Q4 Web Systems is managing corporate communications using social media and XBRL. Here we discuss Investor Relations 2.0, connecting with clients online, the impact of XBRL on the Investor Relations role, and the opportunity for companies to embrace social media in the approaching transition to XBRL.

For companies concerned with communicating their investment proposition, Darrell identifies the biggest benefit of implementing a social media strategy: that companies focused on content, with the leverage of social media, place themselves at a distinct competitive advantage in obtaining investment dollars.

You can connect with Darrell on LinkedIn, Twitter, and Blogging.

Brian Tang at Mobile FRC

cesarini — Fri, 26 Jun 2009 19:48:30 +0000

Perceived by many as an industry in crisis, one investment research company is flourishing through digital connectivity. Their latest enterprise, an application that delivers free investment alerts to your mobile phone, builds on their web, desktop and social media infrastructure.

I had a chance to talk with Brian Tang, Founder and President of Vancouver’s Fundamental Research Corporation about their company, what makes them different, and about their latest application, Mobile FRC.

You can connect with Brian on Twitter and LinkedIn.

Tracy Piercy of MoneyMinding.com

cesarini — Thu, 25 Jun 2009 19:08:48 +0000

This afternoon I interviewed Tracy Piercy, Founder and CEO of MoneyMinding.com about the financial education system she delivers that “closes the gap between you, your goals and your financial decisions.” I wanted to learn more about how she fills-in that “missing link” between financial professionals and their clients, and about how she connects with clients online.

As Tracy explains, MoneyMinding.com can be found on Facebook, Twitter, Blogging, Amazon.com, and LinkedIn.