Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Client surveys: Increase loyalty, get feedback
By Bethany RamosNo one would argue that strong client relationships are the key to your success as an advisor. But how can you know if your clients are satisfied and happy? How are you able to gain feedback from them about your services?
May 01, 2011
Advisors: Use personal messaging to increase connectionsYou wouldn't approach a prospective connection in person as informally as you do online, would you? If you were meeting prospective clients at a networking happy hour, you wouldn't approach them with an automated greeting, would you?
May 01, 2011
Marketing 101: Answers to 10 Common QuestionsFor many independent advisors, getting started with marketing can be intimidating.
April 30, 2011
3 easy ways to jump-start your advisor businessWe all know that business development is a process whereby you plant seeds and nurture them and, at some point, you will start to see something blossom and see an ROI on your business development efforts.
April 30, 2011
Advisors: Use personal messaging to increase connectionsYou wouldn't approach a prospective connection in person as informally as you do online, would you? If you were meeting prospective clients at a networking happy hour, you wouldn't approach them with an automated greeting, would you?
April 30, 2011
In response to "Distracted advisor tip: Empty your mind in 7 steps"There are sayings I keep in mind during my work day. "Do first things first, second things not at all." This makes sure I don't put off urgent business, regardless.
April 27, 2011
When It Comes to Social Media Policy, Don’t Wait, Counsels Attorney BurnsA new white paper written with Tim Welsh of Nexus warns of social media’s risk management issues but also raises the business opportunities for advisors.
April 27, 2011
When It Comes to Social Media Policy, Don’t Wait, Counsels Attorney BurnsA new white paper written with Tim Welsh of Nexus warns of social media’s risk management issues but also raises the business opportunities for advisors.