Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
5 Simple Steps to Create a Marketing Calendar for 2016
By Craig FaulknerThe start of a new year is an ideal time for financial advisors to revamp their strategies and plan for the year.
January 20, 2016
Robo advice that’s a ‘Snap’Millennials are the primary users of Snapchat and this has been the oft-cited group of potential investors that are the most difficult for advisors to reach.
January 19, 2016
Social media is still new for many advisorsRoughly 1 in 7 advisors began using social media as part of their business in the past year, according to a new Practical Perspectives report.
January 19, 2016
How to keep your head above water by being gratefulSocial media is one area where everyone benefits from an attitude of gratefulness.
December 22, 2015
Tracking social media usage among advisors, clients in 5 chartsAn FPA/LinkedIn study shows that most high growth firms added new clients directly as a result of social media activity.
December 22, 2015
Tracking social media usage among advisors, clients in 5 chartsAn FPA/LinkedIn study shows that most high growth firms added new clients directly as a result of social media activity.
December 17, 2015
5 Internet marketing mistakes insurance agents makeOnline marketing is always an exercise in continuous improvement.
December 16, 2015
Is there an ROI to social strategy? YES.More than half of the entire planet is on social media and you should be, too.