Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Hedge fund manager puts profile on social media, lures $20 million
By Selina WangJoshua Young set up a profile on SumZero, a site that helps match fund managers with institutional investors, and landed a university endowment.
February 10, 2016
The most innovative sales ideas of 2016: 21-30Do you think your prospect is amazing? Then you're on the right track to close that sale.
February 09, 2016
5 things the insurance industry can learn from Super Bowl 50 TV adsIf you're spending $5 million for a 30-second TV spot, you better get your sales strategy right.
February 03, 2016
5 Simple Steps to Create a Marketing Calendar for 2016The start of a new year is an ideal time for financial advisors to revamp their strategies and plan for the year.
February 03, 2016
Reputation fumbles: A tale of two quarterbacksHow much do perception and reputation impact whether you are given the benefit of the doubt?
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 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.