Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Putnam’s Portrait of the ‘Social Advisor’: Younger, Likes LinkedIn, Gets Referrals
By James J. GreenStudy finds that advisors who use social media daily tend to be younger than average; 49% say they get new clients through social efforts.
September 27, 2013
Do Men and Women Live on Different Social Media Planets?Which social media do your clients prefer? MassMutual has the breakdown by age and gender.
September 26, 2013
5 Time-Saving Tips to Get Started on Social Media MarketingDon't look at social media marketing as another time drain, but rather as a replacement for marketing efforts you're already doing that are less successful.
September 24, 2013
Why Social Media Is Not an Alternative to Networking and Referral MarketingAs social media becomes increasingly popular, the financial planning world has struggled to figure out how social media marketing fits into the big picture.
September 20, 2013
How to Lose Clients and Alienate People on Social MediaAn online connection is not a relationship. In fact, advisors who use social media indiscriminately may alienate clients, a report from The American College warns.
September 14, 2013
What to do with those LinkedIn endorsementsThere is a certain etiquette you should follow.
September 12, 2013
Pessimism deepens over budgetIs Syria distracting us from the upcoming budget negotiations?
September 10, 2013
FSI Unveils New Social NetworkAt its first Advisor Summit, FSI showed a revamped website and social network and gave a sneak peek of its coming app.