Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
WienerGate II: More Advice From the Bleeding Edge
By Bob ClarkBruce Johnston posted an informative comment to my last blog, “The Social Media Lessons for Advisors from Rep. Wiener’s Problems.” As Bruce is one of the most knowledgeable people on the planet when it comes to financial advisors using social media, I gave him a call to find out more...
June 07, 2011
3 easy steps to building an expert imageI 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 07, 2011
Social Media Lessons for Advisors From Rep. WienerThe biggest problem with social media, as Wiener has discovered, is the combination of its informality and its permanence.
June 05, 2011
Back to basics, part 2: The best social media servicesSocial media services and social media tools are both time-saving, efficient and a great addition to an individual's social media strategy. But which ones should you use?
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.