Compliant Social Media Marketing Solutions for Financial Advisors
Utilizing blogging as a tool to grow your business through increased awareness, website traffic and leads can be hard work. Success isn’t going to happen overnight. So how do you know if you are on the right track? Is there anything else you can be doing to help boost your blog views? We have […]
In today’s blog we’ll be going over a few simple steps to ensure you have a Twitter timeline worth following. We’ve all been there; you’re scrolling, scrolling, scrolling and nothing seems to jumping out as important or worth reading. Twitter isn’t just a place to see posts about what your friends had for dinner […]
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 […]
In this ‘Back to Basics’ series, I have already covered how to connect with your current contacts online, best practices for the 3 big social networks (Facebook, LinkedIn & Twitter), and what type of content to share on these networks. Because there are so many different social platforms, I am going to take this […]
This is the second part of the series, Why It’s Essential To Update Your Web Browser. (see part 1 here) Browser Breakdown Here’s a breakdown of browsers that are the most widely used today: Google Chrome As of July 2014, a traffic website analysis tool (StatCounter) estimated that 45% of web browser users around the […]
Now that you have created your networks, connected online with your current contacts, and learned best practices for advisors on Facebook, Twitter & LinkedIn as a financial firm, it is time to discuss the content that goes on these social platforms. You’ve all heard the saying, “Content is King,” and in today’s digital age, that […]
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 […]
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 […]
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 […]
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 […]
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