Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
7 more signs you are a sales zombie
By Kelley RobertsonDo 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.
July 01, 2011
BDs Should Embrace - Not Shun - Social Media, Says Software ExecChad Bockius, CEO of Austin-based Socialware, has been following the use of social media in the financial-services industry for several years. In mid-2008,…
July 01, 2011
Advisors: No more stumblingSales is a process that begins when you identify your best prospects.
July 01, 2011
BDs Beware: Banning Facebook Is Bad Policy, Says Socialware's Chad Bockius—Weekend InterviewSocialware CEO says that prohibiting use of Facebook and Twitter might lead to FAs switching firms.
June 30, 2011
Advisors: Skype your way to successSkype allows you to conduct video calls and conferencing anywhere in the world. By taking advantage of this service, you'll be able to cultivate a more tight-knit community within your clients and employees.
June 30, 2011
Advisors: Skype your way to successSkype allows you to conduct video calls and conferencing anywhere in the world. By taking advantage of this service, you'll be able to cultivate a more tight-knit community within your clients and employees.
June 30, 2011
Create a social media policy for employeesAs an advisor, you have enough social media concerns to keep your head spinning, let alone having to worry about employees spending too much work time on social media sites or posting confidential information online.
June 30, 2011
Create a social media policy for employeesAs an advisor, you have enough social media concerns to keep your head spinning, let alone having to worry about employees spending too much work time on social media sites or posting confidential information online.