Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Who's Next in $2.5B WhatsApp Probe?
By Rick GreenRegulators have quizzed more than a dozen other firms, including BlackRock and LPL, about the use of unofficial channels.
July 17, 2023
How to Name (or Rename) Your Advisory FirmAdvisors must strike a balance "between fitting in and standing out," brand strategist Rob Meyerson tells ThinkAdvisor.
July 10, 2023
April Rudin on Threads: 'Look Before You Leap!'Marketing experts counsel advisors to take a wait-and-see approach to the new social media platform.
June 09, 2023
These Types of Social Media Posts Are Most Engaging: StudyHearsay analyzed millions of posts to see which platforms, topics and formats yielded the highest engagement rates.
April 26, 2023
CFP Wants to Help His 207,000 TikTok Fans Retire by 60When Nate Hoskin's followers become clients, "it's almost like they already know me," he tells ThinkAdvisor.
April 24, 2023
Finance Twitter Decides: Blue Check Mark or Not?Some financial experts cite security concerns as a reason to pay for a blue check mark.
April 10, 2023
6 Social Media Do's and Don'ts for Financial ProsThese tips will help you optimize your activity, build relationships and bring your brand to life.
March 20, 2023
CFP Board Launches New Awareness CampaignThe $12 million "It's Gotta Be a CFP" campaign targets financial decision makers aged 35 to 64.