Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Advisors Are From Mars, Clients Are From Venus
By William H. Byrnes, Robert BloinkFidelity survey finds a surprise: Wealthy clients are more likely to want to use technology to communicate with advisors than vice-versa.
July 06, 2011
FINRA Eyes Social MediaThe Financial Industry Regulatory Authority is preparing to weigh in on financial services industry use of social media.
July 06, 2011
FINRA Eyes Social MediaThe Financial Industry Regulatory Authority is preparing to weigh in on financial services industry use of social media.
July 06, 2011
Advisor Group IBDs to Allow FAs to Use Facebook, LinkedIn & TwitterFSC, Royal Alliance and SagePoint will now allow advisors to use Facebook, LinkedIn and Twitter.
July 06, 2011
Advisor Group IBDs to Allow FAs to Use Facebook, LinkedIn & TwitterFSC, Royal Alliance and SagePoint will now allow advisors to use Facebook, LinkedIn and Twitter
July 05, 2011
Supporting a charitable organization, part 2Last week we started talking about how to decide on a charitable organization to support. One way to find out is by talking with your staff about ideas they are interested in. Here are the next steps.
July 05, 2011
Supporting a charitable organization, part 2Last week we started talking about how to decide on a charitable organization to support. One way to find out is by talking with your staff about ideas they are interested in. Here are the next steps.
July 04, 2011
7 more signs you are a sales zombieDo you make frequent assumptions? Do you like to refer back to the "good ol' days" of sales? Are you using the same pitch with every customer? If so, you might be a sales zombie. Here are seven more signs you might be among the walking dead of sales.