Here's how to leverage online client reviews [infographic]
The digital age has provided each of us with the power to fire off a potentially business-killing social media comment or online review just as fast as we can tap or type.
The evolution of social media in financial services [infographic]
Financial professionals find social media helps them to market themselves, research prospects and build relationships.
Clara Shih: How to ‘Work Smarter’ on Social Media
“You can’t just post and post” on social media, Clara Shih says; going a little deeper can help “ensure that robo-advisors don’t take over.”
How Facebook Live can make you better at sales
If you want to market to your clients in the 21st century, you have to get into their phone.
SEC ups disclosure requirements for advisor social media accounts
Beginning Oct. 1, 2017, the Securities and Exchange Commission will raise the social-media regulatory stakes for investment advisors.
Rebel with a cause: Lemonade CEO calls for radical change
Lemonade uses artificial intelligence to service policyholders and prospects, enabling the insurer to reduce operating costs and policy pricing, and to optimize the user experience, said CEO Daniel Schreiber.
5 things you need to know about the future of life insurance
The innovation needed to drive industry change is at long last taking root, writes W. Lincoln DeMier.
Your AUM increase using social media: a cool $8 million-plus
More than half of advisors (56 percent) say that social media has helped them gain new clients “a great deal” compared to traditional prospecting methods.
5 tips for growing your business through online channels
Embracing a few key perspectives is essential for any brand to grow their business with online channels.
20 most helpful state insurance websites
The best among these state insurance websites are easy to navigate and spotlight top-quality digital resources.