Compliant Social Media Marketing Solutions for Financial Advisors
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 […]
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 […]
By Samuel Mignot. For the last couple of years, Google’s algorithm has increasingly emphasized the importance of quality content. Therefore, the focus is no longer on how well keywords are picked up and included on your pages, but on how much each one makes sense within a certain context. At this game, financial advisors are stronger than […]
By Smarsh. In 2014, the Securities and Exchange Commission (SEC) hit an all-time high in the number of enforcement actions and fines levied. With a fiscal year that ended in September, the SEC filed a record 755 enforcement actions, and obtained orders totaling $4.16 billion in disgorgement and penalties, according to preliminary SEC figures. This marks a significant […]
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 […]
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 […]
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 […]
By Joanna Belbey. As people get older, their wealth is inherited by younger generations. Today, the Boomer generation holds a great deal of wealth which has begun shifting to their children, and will shift eventually to their children. To avoid losing out, Financial Advisors and Producers need to be prepared for this shift, and for the differences […]
By Joe Simonds. When I first began blogging back in 2010, I had no freaking idea what I was doing. There was no one in our industry teaching “How to properly blog”, and I was too thick-headed (and too cheap) to take a course or ask for help. I figured that I was smart enough […]
The dawn of the social media age has seen generations discover, adopt, and pass on the habit of social media usage to younger generations, resulting in even the youngest members of society using one or more sites on at least a semi-regular basis. Of course, social media has been around for more than a little […]
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