Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
11 tips for insurance agents on how to win business on Snapchat
By Louis LeeInsurance agents can use Snapchat to connect with clients and reach out to prospects.
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.
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.