Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
7 Keys to Attracting Gen Xers and Millennials to Your Practice
By Ginger SzalaT. Rowe Price studied Gen X and Y top earners and found differences between what they want, and what advisors think they want.
January 27, 2021
How to Create Massive Awareness and Meaningful ConnectionTo market at the same speed and quality as larger firms, you're going to have to take a page out of their playbook.
December 16, 2020
SEC Tables Long-Awaited Ad Rule ChangesAlso tabled were considerations to adopt amendments to Form ADV to provide more information about advisors' marketing practices.
December 11, 2020
10 Ways People Behave Badly on LinkedInSocial media can be great for building relationships, when the users have social skills.
December 10, 2020
SEC's Custody, Ad Rule Updates Nearing the Finish LineThe custody rule is confusing, and the outmoded ad rule hampers advisors' ability to use social media.
November 19, 2020
Here's Why Financial Advisors Need to Amp Up Their Digital MarketingThe pandemic has shifted advisor searches from word of mouth to search engines.
November 12, 2020
State Street Amps Up Its Media Intelligence Tools: Tech RoundupAlso, Copytalk introduced a new Reg BI solution.
October 21, 2020
Janney Reports Big Jump in Advisors' Use of Social Media, TextsThe BD says virtual client communication via Hearsay Systems' compliant tools is up significantly during the pandemic.