Two months ago, we asked professionals of the financial services industry to go through a survey about marketing and advertising techniques. Over 600 advisors, financial planners and managers of financial/investment firms rated their most successful marketing tools, and shared their usage on social media. We’ve broken down each question in a separate chart to provide […]
Most Effective Marketing Techniques for Financial Advisors
Start a Conversation with LinkedIn Groups
Over the past couple of weeks we have been posting videos to help advisors understand and start using all the different features available on LinkedIn. Today, you will learn how to build new relationships quickly by joining industry or shared interest groups. [youtube]http://www.youtube.com/watch?v=F5CF1FEm_oA&feature=player_embedded[/youtube] Some of the takeaways from this video are: *Share relevant content by […]
Creating a Social Media Policy For Your Organization

The exponential growth of social media in the online world has quickly caused the lines to blur between the personal, professional, private and overall general models of interaction and conduct online. Implementing a social media policy for your organization is key in setting guidelines, rules and regulations on what is appropriate and how your business […]
Monitor and Measure Your Financial Brand on Social Media
Are you tweeting, sharing content on Facebook, connecting with professionals on LinkedIn or broadcasting on YouTube? If you are then this article is definitely going to be of interest to you. Chances are that people are talking about your brand, your services or their experience. The question is, are you aware of the conversations taking […]
Study: LinkedIn Usage Amongst Financial Advisors
I have been writing more and more articles on social media, and more specifically on LinkedIn over the past few months following our readers and clients request. During our last LinkedIn’s webinar, I was surprised to see that about half of our attendees were not really active on LinkedIn nor were they using some of […]
Cyber Monday Special

Cyber Monday Sale! Being an online business, it only seems appropriate for Financial Social Media to offer a Cyber Monday special to our loyal network of over 6,000 financial industry professionals. Many of you have been following our blog for a while now and understand the importance of social media however have been hesitant to […]








The Impact of Blogging for Financial Advisors on their Website Traffic
Blogging may seem time consuming, or maybe you worry you don’t have enough to write about. Now you might need to worry if you don’t have a blog. A recent study by HubSpot found that small companies with a blog get 55% more traffic to their website. They also get 97% more inbound links and […]