Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Some rules for financial advisors using social networking
By Amy McIlwainAmong financial advisors, 62% agree that social networking is here to stay and will have a lasting impact on the financial services industry, according to Rydex Advisor Benchmarking.
February 07, 2011
Referrals and more: Current clients are the key to referralsGetting business from current clients is usually the easiest since they already use your product. Unless you have done a poor job with the account or have not been able to keep up with their needs, you are generally in a good place with them.
February 02, 2011
Give us a follow; we'll make it worth your whileDue to the proliferation of smartphones and social media, the way we find and share information continues to evolve at a dizzying rate.
January 30, 2011
Facebook ads for advisors, part 2My previous post outlined why Facebook ads are an important part of your organization's social media marketing campaign. This second part delves into the technical aspect of Facebook ads and how to implement them successfully.
January 30, 2011
Facebook ads for advisors, part 2My previous post outlined why Facebook ads are an important part of your organization's social media marketing campaign. This second part delves into the technical aspect of Facebook ads and how to implement them successfully.
January 29, 2011
Marketing audit for advisors, part 2A marketing audit can give you insights into your strengths and weaknesses as a marketer and help you determine how to invest your marketing resources going forward.
January 27, 2011
Advisor alert: Compliance and social mediaRecently, we have spoken to numerous advisors and industry insiders to get their take on social media and how it's impacted their business. While results are mixed at this point, one issue keeps coming up about the subject: compliance.
January 27, 2011
Advisor alert: Compliance and social mediaRecently, we have spoken to numerous advisors and industry insiders to get their take on social media and how it's impacted their business. While results are mixed at this point, one issue keeps coming up about the subject: compliance.