Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Almost All Advisors Are Using Social Media: Survey
By Bernice NapachNinety-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.
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.
October 12, 2018
What Advisors Want to Hear From Mutual Fund FirmsSunStar Strategic set out to find the type of fund information advisors want.
September 06, 2018
Wealthy Investors Have a Big Cybersecurity ProblemAon's Cyber Solutions offers simple recommendations to prevent cybertheft for high-net-worth investors and the advisors who manage them.
June 07, 2018
Top 10 Most Influential Financial Advisors: Investopedia"Their message needed to be sound, balanced and truly useful," the site's editor said.