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Financial Advisor Marketing: 5 Ideas Even A Financial Planner Can Understand

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By Andy Crestodina. Do you ever get a blank stare from clients when you give financial advice? You probably give that same blank stare when people talk about marketing. Foreign languages are often hard to understand. My friend Amy McIlwain, the woman behind the Financial Social Media blog, says the finance industry has strides to make […]

How Advisors Drive Traffic to Their Websites

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By Amy Teter Romero. In today’s competitive world, consumers and prospects want to make the choice on who they trust and choose. Therefore you have to make it very easy for them to “find” you. This is especially true when it comes to online. Having a great website is only half the battle—getting people to find […]

5 Things Advisors Aren’t Doing on LinkedIn, But Should Be

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By Amy Sitnick. It’s the beginning of the year and all over the web, you’ll see top 10 lists of this year’s hottest social media trends. Dig deeper and you’ll hear that 2014 will be the year that Google+ takes over, mobile apps will be everywhere, image-based sites such as Pinterest will continue to gain […]

5 Blogging Mistakes To Avoid In 2014

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By William Walker. “Content is the king” and if your brand has not yet embraced the best blogging practices, then you must change your ways as soon as possible. In 2014, “content is wearing too many crowns.” Your website’s blog plays a pivotal role in building up your firm’s content marketing strategy. You will not find a […]

Who Owns Your Employee’s Creativity? Protect Intellectual Property in a BYOD Environment

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By Vickie May. Loss of intellectual property and potential security risks can scare business owners away from implementing BYOD (bring your own device) policies, but according to Forbes, securing your network from a BYOD breach is now relatively easy and affordable for most businesses. The most effective security measures are ones that make your BYOD device […]

Getting Started on Twitter: How To Videos

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  A recent study showed that nearly 20% of U.S. adults use Twitter and 45% of Twitter’s adult account holders are interacting with financial services firms within the platform. So if your business is not Twitter, you’re most likely missing a huge opportunity to promote your business to potential clients. But where to begin? Once you’ve set up a […]

14 Components of a Social Media Employee User Policy for Registered Persons

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By Joanna Belbey. One of the barriers of firm-wide deployment of social media is the process around crafting of a social media employee policy. Drafting policy from scratch is daunting to most people. Where to begin? Rather than start with a blank screen, consider these 14 components: 1) Overview of program Provide an overview of […]

Getting Started on LinkedIn: How To Videos

  A recent study showed that advisors find LinkedIn to be the most beneficial social media platform-67% of advisors said they use LinkedIn to cultivate clients by requesting introductions to new leads. So if you’re not on LinkedIn, you’re most likely missing a huge opportunity to promote your business to potential clients. But where to begin? Once you’ve […]

Social Media Gifts For Everyone On Your Holiday Shopping List

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  Holiday shopping can be stressful. Finding the right unique, thoughtful gift isn’t always easy. Don’t worry; we know of one type of gift that everyone can appreciate: the tongue-in-cheek, slightly tacky, definitely ridiculous social media gag gift. Because let’s face it — at this point, even Grandma is on Facebook. We’ve collected a few of our favorite items […]

Financial Services and Insurance Companies that Set Themselves Apart

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  We’ve all seen them. Social media campaigns that you send to your friends. That you talk about for days. That you can’t wait to see more of. What do all those social campaigns have in common? They stem from companies that everyone knows, everyone loves and everyone remembers (think Nike, Apple, and Gatorade). They’re […]