Evolve Blog

Tips for Making a Successful Career Transition in the New Year

January 15, 2013

Making a career change can be daunting for any advisor. To better help you make a transition, Trust Company of America is launching Advisor Pathways, a program designed to provide the tools and consulting needed to make a successful career change. Advisor Pathways is specifically geared to serve the needs of advisors looking to: breakaway and form their own RIA join an existing RIA sell their business [...]

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13 Powerful Social Media Stats and Trends to Know for 2013

January 2, 2013

Originally posted by Financial Social Media For the past several years, social media has been a conversation that was spoken of being as a “new” phenomenon. At first, people adapted to the new technologies, then businesses, and then virtually all relevant entities. Now that over one-third of the world is acquainted with social media, we [...]

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Happy Holidays

December 25, 2012

Happy Holidays from your Trust Company of America marketing team! Wishing you a successful year in 2013  

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Five Often Missed Elements on Financial Advisor Websites

December 12, 2012

While the majority of advisors have a website,  there are some common elements that many tend to overlook. Although these elements may not seem very impactful, they contribute to making your site look tailored, comprehensive, and easy to use. As you read, start a mental checklist to evaluate whether you are missing any of these elements on your [...]

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4 Brilliant Holiday Ideas for Financial Advisor Clients

December 4, 2012

Originally posted by Financial Social Media. It’s that time of year again! The holidays are just around the corner which ignites the seasonal traditions of food, family, gifts, and (most of all) stress! The time between Thanksgiving and New Years Eve tends to generate a great deal of stress for many people. As if worrying [...]

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3 Easy Steps to Managing Forms

November 27, 2012

Sometimes it’s the little things that can cause the biggest headaches. The process of updating, maintaining, and tracking forms can be a major pain without an effective process in place. If your form process is currently ad-hoc, or worse, non-existent, consider putting a process in place to maintain consistency and your sanity. Trust Company of America implemented [...]

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SEO (Search Engine Optimization) Basics for Advisors

November 20, 2012

Knowing a little bit about SEO can help you make the most of your website’s search potential. Search engine optimization (SEO) is a method used to increase the visibility of your website or a web page in a search engine’s “organic” or “un-paid” search results. The better optimized your site, the more likely Google will [...]

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How Trust’s New Video Studio Presents Opportunity for RIAs

November 14, 2012

Trust Company of America recently opened its video studio to clients.  Video is a great marketing strategy for advisors, helping them to differentiate themselves and communicate their approach to clients (See: The Top Reasons to Create a Video for Your RIA).  Learn more about Trusts new video capabilities in the video below: Trust Co. America Video [...]

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