Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Tools to help you navigate social media
By Brian AndersonI learned a lot about how to effectively integrate social media platforms into your business while attending GAMA International's LAMP 2011 conference in Washington, D.C., earlier this week.
March 18, 2011
Protecting Wealthy Clients From Acts of God and Man: SlideshowThe options advisors have with insurance coverage and other planning strategies to protect clients’ lives, homes and fortunes when disasters occur.
March 18, 2011
Protecting Wealthy Clients From Acts of God, Acts of Men: SlideshowThe options advisors have with insurance coverage and other planning strategies to protect clients’ lives, homes and fortunes when disasters occur.
March 16, 2011
SagePoint Financial’s Jeff Auld on Crisis Management, BD Recruiting and Social Media MarketingHe’s learned from AIG’s troubled past, and is looking forward to the SagePoint’s future.
March 11, 2011
Advisor reminder: The fortune's in the follow upYour mother was right: Writing a thank you note can, indeed, make your sales business. When clients ask if they should send a note, make a call, or send an e-mail as a thank you for a referral, I say yes. You can never thank someone enough.
March 11, 2011
Advisor reminder: The fortune's in the follow upYour mother was right: Writing a thank you note can, indeed, make your sales business. When clients ask if they should send a note, make a call, or send an e-mail as a thank you for a referral, I say yes. You can never thank someone enough.
March 09, 2011
Social Media Can Bring Higher Revenues, but Compliance Is TrickyUse of social media has made the leap from the personal to the business world, including financial services. While financial advisors may embrace social…
March 04, 2011
Social media update: How to navigate the new Facebook fan pagesEarlier this month Facebook launched its new Facebook pages design, equipped with a revamped layout and navigational properties.