Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
3 easy steps to building an expert image
By Ryan Pinney, CsfpI was recently quoted in an article that was published on three of the largest financial websites in the world -- Bankrate.com, Yahoo!Finance and Fidelity.com. The article was about annuities and the benefits they offer.
June 02, 2011
Advisors Beware, Client Testimonials on Social Media = Advertising—Compliance WatchSteps that social-media using advisors should take to avoid getting dinged by SEC examiners: focus on testimonials and file retention on LinkedIn and Facebook.
June 01, 2011
Steps to Develop a Sustainability Communication Plan• Issue a press release to sustainability newswires such as CSRwire.com along with your local news outlets. • Develop a client letter to inform…
June 01, 2011
Advisor websites: Progression is keyGreat news! An Insured Retirement Institute report found widespread improvement on advisor websites and resources.
June 01, 2011
Commonwealth Financial to Allow Rep Access to Social MediaA third-party vendor will capture and retain data, deliver back to BD’s existing compliance platform.
May 31, 2011
Advisor websites: Progression is keyGreat news! An Insured Retirement Institute report found widespread improvement on advisor websites and resources.
May 31, 2011
Advisors & Social Media: Don't Act Like Ashton Kutcher, Expert SaysAs Morgan Stanley and the other wirehouses enact social-media policies, the firms and their advisors need to remain conservative
May 30, 2011
5 more ways to boost your website's marketing valueAre you getting the results you want from your website? Here are five more ideas to boost the marketing value of your site through higher traffic, better search engine rankings and more effective engagement with your customers and prospects.