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 […]
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 […]
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 […]
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 […]
Because the financial services industry is getting more fluent with the world of social media and digital marketing, content marketing is a hot topic, so it only seemed fitting that our first FSM Google Hangout (of many to come, see below) would be focused around that very subject. This morning, I had the opportunity to (virtually) sit […]
As all good Americans know, the Fourth of July is tomorrow! And while most will be partaking in our Independence Day’s festivities, you can ensure that they will also be perusing social media pictures, checking some last minute emails or searching Pinterest for BBQ recipes. Consumers may be more focused on the burger and […]
By Michael Kitces. Imagine for a moment that you just got some terrible news: you have a serious and potentially fatal illness, that requires the attention of a world-class expert to cure. Where would you go for information to find the person you need to literally save your life? The answer probably would not be […]
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