Compliant Social Media Marketing Solutions for Financial Advisors
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 […]
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 […]
By Joanna Belbey. “How much bandwidth do we need?” is one of the first questions that senior management asks when firms consider setting up programs allowing regulated employees to using social media. The answer naturally that depends on the scope of the program, the technology you use to support your program, the number of social […]
By Caitlin Zucal. Employees and social media – too risky or an opportunity for success? Many companies are discovering that every single employee has the potential to become a brand ambassador — someone who draws visibility to their workplace and acts as an advocate for the company, both online and off. Social media advocacy in the workplace can […]
At Financial Social Media, we see it happen all the time. A new advisor comes in, deciding to jump on the social media bandwagon, all excited about creating an online presence. We set up sparkly new social media accounts and build a website to match their brand, everything goes live, and everyone is happy! The client decides they […]
Understanding Your Social Presence Back when it was more commonly known as the ‘World Wide Web,’ the internet was seen as an ‘other’ space, one that existed beyond the reaches of The Real World. What happened on the internet wasn’t to be taken seriously – it wasn’t real. Within the last few years this rather strange […]
Now that you have written optimized, relevant, original content for your audience (15-Point Blog Optimization Checklist), today I want to help you not only maximize the reach and exposure of this content, but also learn how to stretch this content as much as possible to benefit and grow your business. There are 2 crucial […]
By Joanna Belbey. As people get older, their wealth is inherited by younger generations. Today, the Boomer generation holds a great deal of wealth which has begun shifting to their children, and will shift eventually to their children. To avoid losing out, Financial Advisors and Producers need to be prepared for this shift, and for the differences […]
Having spoken at hundreds of conferences on the topics of social media and digital marketing, I’ve seen the gamut of good, bad, and ugly when it comes to hosting an event. It’s not easy. A lot of planning and prep goes into hosting a successful financial advisor conference. I recently returned from FPA BE […]
Today we’ll focus on one of the two primary mediums of a website, visual elements, and why it’s important to utilize it. Get the Look We love to look at things that look good. We can’t help it, our eye is instinctively drawn to appealing visuals — catching colour, clean lines, simple design, interesting graphics, […]
Receive your free copy of the Social Media Compliance Guide.
