Compliant Social Media Marketing Solutions for Financial Advisors
The 20th World Cup is over, but it sure did make its mark. For those who follow me on Twitter or Facebook you probably know that I recently returned from the World Cup in Brazil. It was beyond incredible. Having played soccer since I was 4 years old it’s always been a dream […]
Because the financial services industry is getting more fluent with the world of social media and digital marketing, content marketing is a hot topic, so it only seemed fitting that our first FSM Google Hangout (of many to come, see below) would be focused around that very subject. This morning, I had the opportunity to (virtually) sit […]
As all good Americans know, the Fourth of July is tomorrow! And while most will be partaking in our Independence Day’s festivities, you can ensure that they will also be perusing social media pictures, checking some last minute emails or searching Pinterest for BBQ recipes. Consumers may be more focused on the burger and […]
The growth of older generations using social media has been staggering over the past three years. In fact, the 50 and over age group is the fastest growing demographic online. Not only is 76% of this generation going online on a daily basis (Pew Internet), but they also account for the majority of the […]
Smarsh, a cloud-based archiving solution for financial advisors, recently released their annual Electronic Compliance Survey Report. In its fourth year, the Smarsh survey seeks to identify trends and concerns in financial services. This year’s results reinforce the shift in attitude toward an acceptance of more types of electronic messages (and the compliance ramifications). In […]
This spring, I had the chance to sit down with Brittney Castro in Los Angeles to talk social media and digital marketing. Brittney is a certified financial planner and the CEO of Financially Wise Women. She has been incredibly successful using social media as a marketing tool, despite all restrictions and limitations that the financial services industry […]
Marketing is constantly evolving. Think about what your marketing challenges were just five years ago. I would bet that you didn’t even have a “digital strategy.” Now, everyone is focusing efforts on digital marketing – so much so that there has become a pendulum swing of some sort. Have you noticed how light your […]
Hosting an event can be a daunting task. Not only do you need to determine a topic, date, budget, potential speakers and location, you also need to promote the heck out of it to make sure it’s as successful as possible. We know the proper use of social media can really make a difference! […]
It can get overwhelming, not to mention confusing, trying to figure out the best content to share and where, especially with all the constant changes on social media sites. However, being aware of all the different types of content – text-based, images, videos, micro-videos, slides, infographics, etc – that can be shared, and which […]
There is no doubt that figuring out your ROI (Return on Investment) is an important factor in determining where to put marketing dollars. If you’re not getting tangible, direct results immediately, why spend the money on it, right? Well, not really. As marketers struggle to wrap their heads around how and where social media […]
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