Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
SEC Warns Advisors of Email, Social Media Scams
By Emily ZulzAll the data that advisors are able to mine from social media, so, too, can criminals, the SEC said at a SIFMA seminar.
October 19, 2016
3 Powerful Benefits Financial Company CEOs Realize by Getting SocialNot long ago, CEOs especially those at the helms of financial organizations were perceived as inhabitants of lofty ivory towers.
October 19, 2016
7 efficiency hacks for agentsIntegrate these hacks into your daily routine to save time and redirect your efforts to building your book of business.
October 19, 2016
7 efficiency hacks for agentsIntegrate these hacks into your daily routine to save time and redirect your efforts to building your book of business.
October 15, 2016
Your AUM increase using social media: a cool $8 million-plusMore than half of advisors (56 percent) say that social media has helped them gain new clients a great deal compared to traditional prospecting methods.
October 13, 2016
Advisors Getting More Clients Via Social Media: Putnam InvestmentsOver the past three years, the percentage of financial advisors reporting success in gaining clients via social media rose from 49% to 80%.
October 11, 2016
5 tips for growing your business through online channelsEmbracing a few key perspectives is essential for any brand to grow their business with online channels.
October 11, 2016
5 tips for growing your business through online channelsEmbracing a few key perspectives is essential for any brand to grow their business with online channels.