Compliant Social Media Marketing Solutions for Financial Advisors
By Brett Relander. Throughout every sector, Millennials are driving changes. Now, Millennials are taking advantage of a variety of high-tech and social media tools that allow them to plow their wealth into investment vehicles of their choice. Given their love for anything tech-related, it should come as little surprise that Millennials are now leveraging social networking […]
By Dave Charest. “Would you mind giving me a ride to the airport?” The answer to this question relies on one very important factor—who’s asking? Your reply to a complete stranger is going to be different than the reply to a long-time friend. It’s the nature of the relationship that colors the response and the […]
By now we should all know how important an email list is. Despite all the new fangled ways to communicate and keep in touch, the simple, mild-mannered email still continues to dominate the field. It’s stickier than social media and more precise than a blog post. As an advisor, email is one of the […]
By Joe Simonds. When I first began blogging back in 2010, I had no freaking idea what I was doing. There was no one in our industry teaching “How to properly blog”, and I was too thick-headed (and too cheap) to take a course or ask for help. I figured that I was smart enough […]
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 […]
The social media landscape is constantly changing, and things have been shifting incredibly fast within the financial services industry. With the increased guidance from regulatory bodies and the large amount of older demographics on social media, social media is no longer just a should-do, but a must-do, when marketing yourself as a professional and […]
For financial firms looking to grow their business (and who isn’t?) public relations can be a key function in your marketing mix. Not only can PR drive brand awareness and amplify your core message, it can also introduce you to new prospects and customers. However, if you are still relying on ‘old school’ press […]
-The following is a guest blog post by Amy Sitnick, Senior Marketing Manager for the SEI Advisor Network and self-described social media addict. Connect with her on LinkedIn or follow her on Twitter now –@SEIAmyS. You might be shocked to hear that Facebook is my favorite social network for financial advisors. You were probably […]
We live in a day and age where people flock to the internet for just about everything—answers to questions, entertainment, consumer research, shopping, social interaction, and so much more. While people used to physically visit or schedule calls to find financial advisors, they are going to the internet more and more to conduct research and […]
Receive your free copy of the Social Media Compliance Guide.
