Social Media Is Dead: Financial Social Media Evolves


  Social media is dead. “Wait, what?! My company just got a Facebook page.”  Don’t panic. Social media 1.0 is dead because it’s evolving into a new form. There’s a transformation underway that’s moving social toward a more integrated digital strategy as traditional paid, owned and earned media channels converge. While the 1.0 version may be dead, social is not going away. Far from it. Social media is moving […]

Managing Compliant Messages on LinkedIn


  If you’re like me, on just about any given workday, you’ll receive a LinkedIn message from a colleague in your social network. Maybe they’re congratulating you on a promotion or for reaching a significant work anniversary. And maybe you’re returning their message with some positive messaging of your own. That’s great! It means you’re […]

How to Freshen Up Your Website in 2015


  While I often talk about the importance of LinkedIn, Twitter and Facebook in my Financial Social Media blog posts, the fact is that an advisory firm’s social presence on the Internet is best established with a well-designed website. In 2014, and even more so in 2015, the trend in web design is leaning toward […]

Best of 2014: Top Financial Social Media Blogs This Year


2014 was a great year for social media in the financial and insurance industries! A lot of progress was made, with limits being pushed, regulations clearly defined and the number of professionals getting involved increasing even more. At Financial Social Media, we always like to help you stay on top of what’s going on and […]

5 Best Practices for Creating Successful, Customized Email Campaigns


  As more financial professionals get up to speed on social media, I’ve noticed that they sometimes forget that tried-and-true email is still a great way to connect with clients and prospects. Utilizing both email and social within your digital marketing (and even tying campaigns together) can be incredibly powerful. The possibilities within email have […]

Happy Holidays!

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Wishing everyone a wonderful holiday season and a Happy New Year!  

Social Media Benefits Financial Advisors, 2014 Study Shows

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Did you know that financial advisors who use social media and digital marketing in their businesses are gaining more and wealthier clients than they were even a year ago? Putnam Investments released a 2014 study last week, from a survey of over 700 experienced advisors, which proves social media is on the rise! And not only is it […]

The Future for Advisors and Social Media

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  I have seen the future for advisors and social media, and I’m here to tell you that it will be a paid-content world. Sites such as LinkedIn and Facebook started out with purely organic content written by people to entertain and inform their social media networks, and those audiences would reward them by liking […]

Facebook’s News Feed Algorithm Update: No Overly Promotional Posts


  As you have probably heard by now, Facebook will be making significant changes to the way the News Feed works in January 2015. These changes will affect the way that marketers will be able to reach users that like their brand’s page. But that doesn’t mean you should abandon your Facebook all together! In […]

Advisors: Claim Your Google+ Page

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  If you’ve turned on a mobile device or computer today, chances are you’ve performed a Google search or two or three or more. But did you know chances are also good that your advisory practice has its very own Google+ page, and you just haven’t claimed it yet? You may wonder why you should […]