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Transforming Employees into Online Brand Ambassadors

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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 […]

Your Social Presence: Diamonds & What Happens on the Internet Are Forever

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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 […]

Measure the ROI of your Social Media Marketing Campaign [CHECKLIST]

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  We hear it all the time… social media ROI is hard measure, but it is possible! When you run a new marketing campaign for your financial firm, whether it be a local/online event promotion or a lead-generating whitepaper give-away, there are ways to track your social media return on investment. Below is a checklist of metrics […]

Get Busy Living [digitally], or Get Busy Dying

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Anyone familiar with the masterpiece movie “The Shawshank Redemption” with Tim Robbins and Morgan Freeman will remember this quote, with a slight modification. I added the “digitally” to the title, and it’s what kept echoing in my head as I read the annual World Wealth Report released by Capgemini and RBC Wealth Management. The annual report […]

Social Media Advertising for Your Financial Firm: A Necessary Tool

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  Last fall, Twitter finally went public and solidified that all the major social networks are now publicly traded entities. With all the hype around the release of their IPO’s, some forgot to consider how this would affect their users and the interface that they had grown to know and love. Because of increasing pressure […]

15-Point Blog Optimization Checklist for Maximum Impact

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  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 […]

Nurturing the Sales Funnel Using Social Media [INFOGRAPHIC]

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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 […]

Back To Basics: An Advisor’s Best Practices for Content Creation

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  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 […]

Why it’s Essential to Update Your Web Browser - Part 1

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Let’s be honest, how often are you on the Internet? Once a week? maybe once a day? Perhaps even a few times a day? If you’re anything like me, you’re on it the entire day. Now let me just clarify before we starting jumping to conclusions. I’m not on Facebook or doing online shopping all […]

How to Build Your Firm’s Facebook, Twitter & LinkedIn Audiences From Scratch

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  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 […]