Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Millionaires Not Afraid of Mobile: Spectrem
By Danielle AndrusA mobile-friendly website is crucial to getting the attention of millionaire investors, Spectrem reports.
June 08, 2017
Do’s and Don’ts of Twitter, LinkedIn and Facebook for AdvisorsTheres a strategy for using social media to reap marketing results, Lisa Turley of Raymond James tells ThinkAdvisor.
May 31, 2017
Affluent Young Investors Plan to Allocate More to AdvisorsEighty-five percent of millennials in a Global X poll said Donald Trumps election had increased the likelihood that they would work with a financial advisor.
May 30, 2017
How Automated Omni-Channel Marketing Is Reshaping Client ExperienceMost advisors are too busy to give their marketing the time and attention it requires.
May 23, 2017
Clara Shih, Digital Doctor: The 2017 IA 25The executive and tech entrepreneur helps advisors and broker-dealers tap into the power of social media.
May 11, 2017
Templeton’s Mobius Says Low Market Volatility Tied to Social MediaTempleton investing guru says social media creates confusion; people then dismiss bad news, leading to market calm, he says.
May 01, 2017
FINRA Issues Social Media Q&AThe regulator addresses text messages in its latest attempt to answer BDs' digital communication questions.
April 25, 2017
Advisors Continue to Get New Business From Social Media: PollForty-six percent of advisors acquired business this year via social media, up from 43% last year, says American Century.