How Millennials Use Tech & Social Media To Invest


By Brett Relander. Throughout every sector, Millennials are driving changes. Now, Millennials are taking advantage of a variety of high-tech and social media tools that allow them to plow their wealth into investment vehicles of their choice. Given their love for anything tech-related, it should come as little surprise that Millennials are now leveraging social networking […]

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 […]

Predict Your Marketing Success for the Year


Take this quick assessment to predict your marketing success in 2015 and find areas to improve. 1. Do you have an up-to-date website with at least one call-to-action to get people to interact, sign up for an email newsletter, request valuable information, download a whitepaper, register for a seminar, or another way to interact? Value: 5 […]

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 […]

Understanding the Power of Email Marketing Relationships

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By Dave Charest.   “Would you mind giving me a ride to the airport?” The answer to this question relies on one very important factor—who’s asking? Your reply to a complete stranger is going to be different than the reply to a long-time friend. It’s the nature of the relationship that colors the response and the […]