Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
To blog or not to blog?
By Neal Frankle, CFPWant to grow your social media following? Then you've got to blog.
October 24, 2014
6 Steps to Using Social Media to Build Your Advisory BusinessBeing trusted, engaging and responsive on social media outlets are keys to success when communicating online.
October 14, 2014
How social media helped one RIA significantly grow its businessHeron Financial Group expanded its online presence by using social media effectively.
October 10, 2014
Cerulli: Advisors control significant share of DC plan marketSeven in ten investors surveyed by Cerulli Associates say theyre satisfied with their financial services professional.
October 10, 2014
Raymond James Sees Growth in RIA Unit; Adds Social Media, ETF OfferingsRelaunched and reinvigorated RIA custody unit has 110 RIA clients with $10 billion in AUM, adds Hearsay Social platform and 120 no-transaction-fee ETFs.
October 04, 2014
Social media from scratch, Part 3: LinkedInStill havent gotten around to establishing your social-media presence? Get started today with these basics for breaking into the online world.
October 02, 2014
Survey: Most insurance executives eye new social media toolsMay survey respondents say the targeting of new customers in existing markets is their top strategic priority.
October 01, 2014
How 3 Advisors Handle Social Media ComplianceAt FSI's FA Summit, three financial advisors discussed their social media best practices and how they each handle social media compliance.