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 […]

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 […]

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 […]

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 […]

Demystifying Paid, Owned & Earned Media: What Does that Mean to You?

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By Naomi Rouff You’ve heard the words a million times, “paid, owned and earned.” Ever thought what it means for you and your brand? If you’re new to social marketing this may seem like a big step to take into the unknown. Today, we’ll shed light on these words and help you make them part of […]

4 Social Media Tips All Agents Need

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By Jacob Stern.  Confused about the best way to use social media? Join the club. Social media can be a great way to build your individual brand and engage with clients and prospects online. But where should you start? Which platforms should you use? What can you post? LifeHealthPro recently ran an article featuring helpful tips […]

Recent Social Media Platform Changes that Can Benefit Your Financial Firm

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  Not only are more and more social networks constantly popping up, but changes are occurring all the time within existing platforms also. Because things in our digital world do change so fast, every once in a while we like to go over the major updates to your favorite social platforms that will help you […]

Staffing Requirements for Deploying Social Media


By Joanna Belbey. “How much bandwidth do we need?” is one of the first questions that senior management asks when firms consider setting up programs allowing regulated employees to using social media. The answer naturally that depends on the scope of the program, the technology you use to support your program, the number of social […]