Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Millennials, Their Digital Data, and You
By Ashish JhaUsing social media in insurance underwriting might be hard. Or, it could just take some negotiating.
April 08, 2019
Almost All Advisors Are Using Social Media: SurveyNinety-eight percent use social networks for business and/or personal purposes, including 83% that use them for business purposes, according to a Putnam Investments survey.
March 29, 2019
Life Insurers Can Use Social Media Data in Underwriting. Should They?Whatever you think about the New York department's new guidelines, you probably ought to think about them.
January 23, 2019
Hearsay Adds Instagram to Platform for AdvisorsThe tech firm will review, track and store Instagram content for financial firms, as it does now for content posted on Facebook, Twitter and LinkedIn.
October 30, 2018
The Top Reason Your Online Marketing Isn't Getting ResultsYou can't just launch a new website, auto-post to social media and expect results. Here's what actually works.
October 30, 2018
The Worst Kind of Financial Advisor MarketingIs content really king? In truth, there's only one type of content that can rightly claim the crown.
October 19, 2018
Today's Digital Environment Is Changing Seminar MarketingFor many attendees, the author says, getting a real education is now the meat.
October 19, 2018
Start With a Risk Number, End With New Clients: Snappy KrakenSnappy Kraken creates an automated lead-gen campaign for Riskalyze users.