Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Social Media: The Key to Reaching the Middle Market?
By Marvin Feldman, CLU, ChFC, RFCConsumers are flocking toward social media. The insurance industry should be, too.
March 31, 2012
Using Social Media? Better Check With The SECThe SEC recently released a National Examination Risk Alert regarding investment advisor use of social media.
March 31, 2012
Andrew Breitbart (1969-2012)Andrew Breitbart made a career out of challenging traditional media coverage of politics, giving voice to a new breed of grassroots conservatism and helping to create today's dynamic, almost manic, political landscape.
March 29, 2012
Top Compliance Concerns From RCA: Pay-to-Play, Form PF, Social MediaFresh off starting their new positions at Regulatory Compliance Associates, Craig Moreshead and Lori Weston have zeroed in on three issues that should be on advisors radar screens.
March 23, 2012
Master Class: How to Network, Part 2Five more lessons in how to network the right way.
March 23, 2012
Master Class: How to Network, Part 2Five more lessons in how to network the right way.
March 20, 2012
For Advisors, Social Media Is ‘Social Capital’: ASPPA 401(k) SummitLinkedIn specifically, and social media overall, is a way to attract and retain clients at a low cost, said the panel that included Dr. Bruce Johnston, president and CEO of Advisolocity.
March 20, 2012
Can I Pinterest You in Some Financial Advice?Reach your target demographic with the newest social-media platform.
