Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
How to Retain Your Clients, and Your Sanity, When Switching Firms
By Trent GainFollow these five steps to help smooth the transition for your clients and their assets.
July 21, 2017
New White House Comm Chief Scaramucci Supports Trump's TweetsHell use social media ... it's very important for him to express his identity, said Scaramucci.
July 19, 2017
What Role Could AI Play in Investor Relationships?The Salesforce survey finds that millennials are significantly more likely to be interested in AI capabilities offered by advisors.
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.