The Financial Planner's Guide to Moving Your Practice Online: Creating Your Internet Presence and Growing Your Business

(Hardcover)-The ultimate Internet primer for financial planners. Packed with tips for finding and keeping clients through the Web, this is a soup-to-nuts marketing guide for financial planners who want to develop an Internet presence. From staking out a specialty to creating effective e-mail newsletters, The Financial Planner's Guide to Moving Your Practice Online takes advisers through every step, every consideration, and every precaution for navigating the uncertain seas of the Internet. This thorough, easy-to-use handbook is full of invaluable resources for planners striving to build their brand online. It includes chapters devoted to finding leading Web site developers, crafting an effective site design, and measuring and evaluating site traffic. Financial planners will also find invaluable information on how to prospect for clients through direct e-mail marketing, learn the pros and cons of Internet advertising venues, discover how to create a Web-based marketing campaign, and much more. Durrie details how planners can use databases to pool their efforts and mine more effectively for information. He also devotes a chapter to the crucial issue of regulatory compliance for financial planners marketing their practices on the Web. There isn't anything of its kind in the marketplace that is as practical, thorough, and useful for planners looking to integrate the Internet into their practices. Essential Guidance for Planners: Strategies for reaching new groups of clients and better servicing existing clients Helps planners determine which kind of marketing strategy best fits their practices How to integrate an Internet plan with existing marketing efforts Developing an effective Webcast seminar or online sales presentation How to tell the difference between spamming and legitimate e-mail communications Active and passive prospecting strategies geared specifically to the Internet