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.”
Which Ads Won the Super Bowl?
TD Ameritrade tracks positive tweets to see which publicly traded companies are getting the right buzz during the football game.
When Trump Tweets, Investors Listen
What does a tweeting president mean for advisors and their investor clients?
Trump’s Tweets Are Reviving Gold as Haven
Bullion price seen jumping 12% in 2017, analyst survey shows; 140-character missives by president-elect signal new paradigm.
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.
Hearsay Launches New Social Media Tool for Advisors
The platform tracks client communications, suggests steps for advisors to take and gives broker-dealers data for building best practices.
Learning about your customers, one quarter at a time
By gaining a better understanding your clients, you build the critical customer engagement needed to be successful in your practice.
5 simple ways to use email to build relationships and grow sales
Go beyond just sending clients your company’s latest content. Offer something of value to them as an individual.
Twitter reactions to the finalized DOL fiduciary rule
Many people on social media voiced their opinion and followed along as the DOL shared a live announcement on the rule.
Instagram is the new Twitter for insurance agents
If you're wondering how you can use Instagram to generate leads, wonder no more.