Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Three easy steps to solve social insecurity about the Internet
By The Retirement GuysWhat is one of the newest, hottest, cheapest and fastest-growing ways to communicate with and attract new clients?
July 19, 2010
Twitter, Facebook Confusion? LIMRA/LOMA to Offer Advisors Social Media HelpLIMRA and LOMA are offering help to financial services professionals by hosting a seminar on the various business opportunities and challenges that social media presents.
July 15, 2010
Time for a Transition (XI): Blogging for BusinessIn recent months, I've been about building client loyalty and share of mind with prospective clients and clients of influence, or COIs. In the May...
July 08, 2010
Advisors Focus On Existing Clients, Not GrowthIt's a bad time for new business, evidently. A recent SEI survey found advisors spend more time with their existing clients than they do trying...
July 05, 2010
As Advisors Use Facebook and Twitter More, Compliance Concerns LoomSocial media have evolved to include marketing, branding, corporate communications of all kinds, and customer relations.
June 22, 2010
IPI Survey Finds Ultra Wealthy Quickly Adopt Online MediaUltra-wealthy investors have been quick to adopt technology, sometimes with unexpected consequences for the wealth management firms that advise them, the Institute for Private Investors (IPI) said in a statement on Monday, June 21.
June 15, 2010
MetLife Uses Benz Benefits ContentA unit of MetLife Inc. turned to a California firm to update the benefits enrollment section on its website.
June 10, 2010
Alternative Investment Professionals Embrace Social Media Tools, Study FindsAlternative investment professionals understand the power of social media and are embracing it as a communications, research and productivity tool in both the workplace and...