Compliant Social Media Marketing Solutions for Financial Advisors
Despite compliance concerns, financial service professionals are successfully using social media to gain and maintain business. The challenge for advisors has been to determine the best way to use social media, while combating common social media myths in the financial services industry. Here are the top seven social media myths debunked. There are too […]
For financial firms looking to grow their business (and who isn’t?) public relations can be a key function in your marketing mix. Not only can PR drive brand awareness and amplify your core message, it can also introduce you to new prospects and customers. However, if you are still relying on ‘old school’ press […]
Because current social media platforms continue to evolve and new platforms are constantly emerging, the Securities and Exchange Commission (SEC) needs to stay on their toes to keep up. In an effort to address the changing social media landscape, the SEC released a long-awaited social media guidance update last week. What Changed The […]
With over 241 million monthly active users, it can be easy to get overwhelmed with all that’s happening on a minute-by-minute basis. To help you get the most out of your Twitter feed, we’ve put together this list of 9 ways that financial services professionals can make Twitter their own. 1. DISCOVER WHAT’S […]
Now that you’ve optimized your LinkedIn, Twitter and Facebook pages, it’s time to look at how we can get the most “bang” for our social buck by identifying the best times to post and engage online. While experimenting with your posting times can’t hurt, it is always good to have some basic knowledge to […]
Because more and more people and businesses join social media networks everyday, it is increasingly important to optimize your social profiles. In the past you have heard us talking about how to optimize your LinkedIn profile and best practices for updating your Twitter profile, so now it is Facebook’s turn! And what better time […]
Just like a lot of business owners, financial advisors need to find ways to streamline their digital business management. Luckily, developers understand and therefore continue to roll out apps designed to make all of our lives easier. Here is our list of must-have apps to simplify your day-to-day transactions: Evernote Evernote lets you […]
After last week’s blog, “5 Ways Advisors Can Leverage LinkedIn’s Recent Changes,” we received a lot of feedback about one particular subject and decided to dive a little deeper. Striving to be more than a search engine for resumes, LinkedIn has just released LinkedIn Publisher, a blogging tool that you can utilize to grow […]
Social media moves so fast that it is not surprising when small changes to each platform go unnoticed to some users. Because these changes are made solely to increase the user experience, I think it is important to review the most significant changes every now and then. Here are five LinkedIn updates from the last […]
Social media usage in the financial services industry is getting more and more common. Almost half of U.S. financial advisors are interacting with their clients through social media, and many have used it to recruit new clients. According to Forbes, 40 percent said they had gotten new clients through Facebook, 25 percent throughLinkedIn, and 21 percent […]
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