Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Social media good for clients, advisors
By Janet LevauxJust as advisors are being asked to do it all for clients in general, they are being asked to do it all on social media.
April 01, 2014
SEC: Advisor Use of Social Media Testimonials Sometimes OKIn long-awaited guidance, the SEC clarifies when it is and is not acceptable for an advisor to use clients' testimonials on social media.
March 31, 2014
Social Media Good for Clients, AdvisorsJust as advisors are being asked to do it all for clients in general, they are being asked to do it all on social media, experts say. The plus side? “There's…
March 24, 2014
Nearly Half of Investors Can’t Find Their Advisors on Social MediaMost investors use social media, but many say they have trouble connecting with their financial advisors, a Finect survey found.
March 21, 2014
Are you drowning in distractions?All day long, distractions tug at you and threaten to pull you under. But with a few simple techniques you can keep your head above water.
March 14, 2014
5 LinkedIn Privacy Tips Every Financial Advisor Should KnowLinkedIn is becoming an ever-more-powerful business tool. Here's how to protect your privacy while staying easily findable and growing your network.
March 12, 2014
5 things advisors can learn from the OscarsWhether you're an occasional moviegoer or an impassioned film buff, you can learn a handful of useful lessons from the Academy Awards that can help you improve your practice.
March 12, 2014
5 things advisors can learn from the OscarsWhether you're an occasional moviegoer or an impassioned film buff, you can learn a handful of useful lessons from the Academy Awards that can help you improve your practice.