Compliant Social Media Marketing Solutions for Financial Advisors
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 […]
By Nick Venezia. Background on Google+ and SEO: One reason why any smart company will include Google+ to their social media marketing strategy is to ensure great search engine optimization (SEO) marketing. Google+ is a baby (well three years old); its importance will grow with it. Remember, Google+ marketing is a process. We can all agree that Google […]
The 20th World Cup is over, but it sure did make its mark. For those who follow me on Twitter or Facebook you probably know that I recently returned from the World Cup in Brazil. It was beyond incredible. Having played soccer since I was 4 years old it’s always been a dream […]
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 […]
The growth of older generations using social media has been staggering over the past three years. In fact, the 50 and over age group is the fastest growing demographic online. Not only is 76% of this generation going online on a daily basis (Pew Internet), but they also account for the majority of the […]
By Joanna Belbey. A wealth management firm’s first foray into social media can be fraught with risks. Taking a measured approach is essential to avoid embarrassment, or worse, being caught out of compliance with regulatory requirements set out by state laws, regulatory rulings and federal regulations. So what are the most common mistakes a firm […]
Whether you are new to social media or a long-time veteran, by now you have probably realized that incorporating visuals in your social media profiles and posts makes all the difference. The only challenge: social networks are constantly adding more features and their changing visual components. It seems like every other week I have to go into […]
Marketing is constantly evolving. Think about what your marketing challenges were just five years ago. I would bet that you didn’t even have a “digital strategy.” Now, everyone is focusing efforts on digital marketing – so much so that there has become a pendulum swing of some sort. Have you noticed how light your […]
Hosting an event can be a daunting task. Not only do you need to determine a topic, date, budget, potential speakers and location, you also need to promote the heck out of it to make sure it’s as successful as possible. We know the proper use of social media can really make a difference! […]
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