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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 […]

Financial Advisors, Release Your Content Powerhouse!



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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 […]

Facebook’s News Feed Algorithm Update: No Overly Promotional Posts



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  As you have probably heard by now, Facebook will be making significant changes to the way the News Feed works in January 2015. These changes will affect the way that marketers will be able to reach users that like their brand’s page. But that doesn’t mean you should abandon your Facebook all together! In […]

Cultivating Relationships Not Worth The Time?



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Proactively cultivating relationships is often an afterthought. But with all the talk about how important relationships are – why don’t we spend more time focusing in this area? The fact is that we often are just too busy trying to get through the work of the day. And, relationships are not what we DO in […]

How to Grow Your Email List



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  By now we should all know how important an email list is. Despite all the new fangled ways to communicate and keep in touch, the simple, mild-mannered email still continues to dominate the field. It’s stickier than social media and more precise than a blog post. As an advisor, email is one of the […]

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 […]

SEC Enforcement Actions Up in 2014



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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 […]

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 […]