Must-Read Social Media Articles for Financial Advisors from 2013


  What a year for financial advisors and social media! From Twitter fights to new regulation updates, 2013 was a big year for the evolution of social media within the financial services industry. One of the biggest changes we’ve seen in the past year is how many more advisors are finding success online and the […]

You Don't Have to Be a Great Writer to Write a Great Blog: 21 Quick and Easy Tips for Becoming a Successful Blogger – Part I


You’ve probably heard a lot about blogs. Many advisors are writing them. And why not? Blogs can be an effective way to establish thought leadership for your firm, drive traffic to your site, and in the best of all worlds, get a new client or two. You don’t have to be a professional writer to […]

5 LinkedIn Articles You Can't Afford to Miss

We’ve scoured the Internet shelves for the top LinkedIn news headlines this week and found a multitude of interesting stories covering everything from the hot new LinkedIn jobs feature, a large financial company’s social media strategies, and a couple articles that give some great insight into the LinkedIn communities.  1.  Yet Another Reason to Be […]

Targeting Clients: Should You Use a Rifle or Shotgun? Laser-Scope?

An interview with David Friedman, EVP of Strategy, WealthX Classically, as marketers we often use the expression: taking a “rifle or shotgun approach”. Which approach to attracting new clients (targeted versus generic) should financial advisors use? David Friedman’s answer: they need a laser-scope rifle. What I am hearing from financial advisors who want to grow […]

Back to Basics: Why Should I Use Social Media?

Social media, in its rawest form, is simply the use of web-based and mobile technologies to turn communication into interactive dialogue.  It sounds so easy in definition-form, but social media is a complicated web of social networking platforms, content information and diverse users.  Navigating the social media labyrinth can be a daunting task, but with […]

Social Media for Financial Advisors: Do You Have the "X-Factor?"

There are oceans of educational material out there for financial advisors on guidelines and best practices for how to be successful with social media; articles, blog posts, slideshares, whitepapers, webinars, videos, and so on (most of which is very helpful, and I would definitely recommend using as much of it as you can to your advantage). […]