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5 Little Know Secrets for Financial Advisors on LinkedIn

When I speak at financial conferences I always start by asking the audience one simple question, ”How many of you are on LinkedIn?”  Typically almost all hands go up, however, when I ask my next question, “How many of you are effectively using this network to grow your business?” those hands are usually quickly retracted. Having a [...]

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4 Free Resources Advisors Need to be Using to Stay on Top

The world wide web is a hub of information just waiting to be found. As of today, it’s estimated that there are just over 15 billion indexed pages that make up the internet. Within this chaos of unorganized mess there’s actually ALOT of really useful, valuable information. And guess what. A lot of it is FREE – [...]

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Advisors: GenD Investors Don’t Trust You. Here’s Why.

When I first launched Financial Social Media in 2010, there was a dark cloud of skepticism hovering around social media—especially in the financial services industry. At that time, many advisors and financial professionals I spoke with struggled to see the value in social technologies like Facebook, LinkedIn, and Twitter. 3 years later, I am ecstatic [...]

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How to Create a Perfect Advisor Blog Post

I have spent a good deal of time trying to convince advisors of the importance of blogging. In fact, I’ve basically written a book about it (well, a chapter of a book). As a result, advisors want to know how it’s done. Your advisor blog can be interesting and informative. How do I know this? Because I’ve seen [...]

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Investors Are Listening To Twitter. Are You Talking To Them?

Social media is growing up and news that breaks on Twitter is now news that moves the markets. Real tweets have the power cause political tension, end careers and find a kidney. Fake tweets can have the same effects, and damage control is difficult. There is no way to edit or add a correction to [...]

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How to Position Your Brand on Social Media When Tragedy Strikes

Where were you when the World Trade Center fell? I distinctly remember the moment. It was my sophomore year in college and I received a phone call (on a land line) from my boyfriend frantically instructing me to turn on the TV. I tried calling my family but the long distance phone lines were backed [...]

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5 Ways to Make Your Social Media Accounts “Hacker-Proof”

Lately, I’ve come across a few articles in the news about social media identity fraud. Take for instance the story about a prominent short-seller who discovered (unbeknownst to him) that he appeared to have tweeted about Herbalife Ltd. Having your social media accounts hacked can do irreparable damage to your company and reputation. However, before you deactivate [...]

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Advisors, Are Your Calls-To-Action Weak? 10 Signs They Need an Overhaul.

Have you ever developed an addiction to downloading free offers?  Last week, I was perusing thorough the HubSpot website and couldn’t help but notice myself compulsively downloading e-book after e-book—everything from social media marketing to website creation. Normally, I’m hesitant when it comes to signing up for free offers, but on this occasion I was [...]

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New SEC Ruling Officially Opens the Door to Social Media for Financial Advisors

For the financial advisors already communicating with customers on social media, the big announcement from the SEC encourages them to take their social media engagement up a notch. Finally ending the investigation surrounding Netflix CEO Reed Hastings and his use of Facebook to announce disclosed corporate information, the SEC decided not to pursue civil charges against Hastings. Even [...]

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Social Media “Power 100” Financial Institutions Revealed!

Social Media “Power 100” Financial Institutions Revealed! How Do You Stack Up? Didn’t think social media was competitive among financial institutions? Think again! This week, The Financial Brand and Social Media Explorer released the top 100 Social Media Power Rankings for Banks and Credit Unions. The “Power 100” score, as they call it, measures Facebook [...]

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