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The Truth About Social Media and Financial Advisors



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By Joe Simonds. The three big questions that I continue to hear in regards to social media and financial advisors seem to fall along these lines… How often should I post to my social media accounts? How hard should I be selling myself on social media? What does it take to see a positive ROI […]

Back To Basics: Best Practices for Advisors on Facebook



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As you may know, we are taking the month of August to get back to the basics. Last week we went over how to begin building your targeted audiences on Facebook, LinkedIn and Twitter with your current clients and ideal prospects. This week will will be talking Facebook. Now that you have created a Facebook […]

Why it’s Essential to Update Your Web Browser - Part 1



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Let’s be honest, how often are you on the Internet? Once a week? maybe once a day? Perhaps even a few times a day? If you’re anything like me, you’re on it the entire day. Now let me just clarify before we starting jumping to conclusions. I’m not on Facebook or doing online shopping all […]

How to Build Your Firm’s Facebook, Twitter & LinkedIn Audiences From Scratch



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  It’s that time of year again. The school year is just around the corner and everywhere you look you see ‘Back To School’ specials and sales, so that kids everywhere can start the year with a fresh, new look! So we thought, why not jump on the bandwagon. We wanted to take this time to go […]

Tips on How to Successfully Prepare for a FINRA or SEC exam



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For financial services firms, the production of electronic communications records and evidence of message supervision is a big part of FINRA and SEC examinations. However, there’s confusion about preparation. How do you begin? What types of electronic messages need to be saved for review? What communications policies will regulators want to see? Will you need help from external resources […]

How Financial Advisors Can Measure Social Media Success [INFOGRAPHIC]



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  As you have probably discovered, measuring the success of social media efforts cannot be easily done using typical ROI metrics. Because social media is more of a communication channel for building relationships than traditional marketing media, measuring its success and worth requires a brand new approach. There are several key factors that financial firms should […]

Your Marketing is Unsuccessful Because…



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Are you frustrated with the results of your marketing efforts? Are you pulling out your hair trying to figure out what you can do to turn your marketing around? We’re oftentimes left to struggle with the ‘why,’ and sometimes the answer is challenging to uncover. Why did that seemingly sure-thing marketing strategy turn out poorly? […]

6 Ways Financial Advisors Can Use LinkedIn To Grow Their Business



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    For financial advisors, Linkedin can be a powerful tool. In an earlier guest post, The Importance of LinkedIn for Financial Service Providers, it is stated that 70% of the buyers surveyed listed LinkedIn as the social media platform they are most likely to turn to when gathering information on service providers. Not only […]

Your Social Media Marketing Strategy and Google+



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By Nick Venezia. Background on Google+ and SEO: One reason why any smart company will include Google+ to their social media marketing strategy is to ensure great search engine optimization (SEO) marketing. Google+ is a baby (well three years old); its importance will grow with it. Remember, Google+ marketing is a process. We can all agree that Google […]

The Digital Impact of the World Cup



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    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 […]