Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Advisors Getting More Clients Via Social Media: Putnam Investments
By Michael S. FischerOver the past three years, the percentage of financial advisors reporting success in gaining clients via social media rose from 49% to 80%.
October 06, 2016
Hootsuite Launches Financial Advisor Compliance SolutionHootsuite recently launched a social media solution designed to help advisors use social media more efficiently while staying in compliance.
September 08, 2016
The biggest mistake salespeople make on social mediaYou might as well be dressed as a giant pizza slice, screaming your sales offering at random strangers leaving a conference for the lactose intolerant.
September 08, 2016
The biggest mistake salespeople make on social mediaYou might as well be dressed as a giant pizza slice, screaming your sales offering at random strangers leaving a conference for the lactose intolerant.
September 06, 2016
Case study: How I got a 364 percent ROI on SnapchatA new Snapchat feature allows you to design creative and effective marketing campaigns with minimal investment.
August 26, 2016
SEC Increases Amount of Data Advisors Must Include on Form ADVSEC adopted final amendments Thursday requiring advisors to disclose more information on Forms ADV about their use of SMAs, branch office operations and social media.
August 25, 2016
Make yourself an authorityIt will take a savvy online strategy to capture new leads, and thats where an effective digital marketing campaign can work for you.
August 25, 2016
Make yourself an authorityIt will take a savvy online strategy to capture new leads, and thats where an effective digital marketing campaign can work for you.