Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
6 signs you are a sales zombie
By Kelley RobertsonDo you make frequent assumptions? Do you often refer to the "good ol' days" of sales?
July 31, 2011
Do you make these social media mistakes? Part 1Here are the most popular social media mistakes that businesses make and provide solutions to overcome these common social media blunders.
July 27, 2011
National Planning Selects Erado for Social Networking ComplianceNational Planning Holdings, Inc. announced Tuesday that it will work with Erado on compliance for social networking, with rollout of the new capabilities expected in the fall.
July 27, 2011
IRS Offers Taxpayers 5 Social Media Ways to Get InformationThe IRS gives taxpayers five ways to use social media to get general information.
July 26, 2011
Mastering Social MediaIn a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.
July 21, 2011
Advisor, make that call!It's easy to get on the phone and make that call if you follow these easy steps.
July 20, 2011
Client reviews: Are you maximizing opportunities?If you've been keeping up with industry news in recent years, you've probably read countless articles explaining why clients leave their financial advisors.
July 20, 2011
Client reviews: Are you maximizing opportunities?If you've been keeping up with industry news in recent years, you've probably read countless articles explaining why clients leave their financial advisors.