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Crafting the Perfect Social Media Content

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  It can get overwhelming, not to mention confusing, trying to figure out the best content to share and where, especially with all the constant changes on social media sites. However, being aware of all the different types of content – text-based, images, videos, micro-videos, slides, infographics, etc – that can be shared, and which […]

Changing the Conversation- A Different Way To Look at the ROI of Social Media

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There is no doubt that figuring out your ROI (Return on Investment) is an important factor in determining where to put marketing dollars. If you’re not getting tangible, direct results immediately, why spend the money on it, right? Well, not really. As marketers struggle to wrap their heads around how and where social media […]

The Essentials of Google Analytics for Financial Blogging

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By Sara Ruthnum. The modern marketer is one part artist and one part scientist. Not only do you have to be creative, engaging the senses of your web traffic, but also you have to remember the numbers – measuring the successes (or failures) of your marketing strategies. Taking a look at the numbers, from the successful […]

How Financial Advisors Can Use Social Media to Gain PR & Media Traction

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  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 […]

Top LinkedIn Questions Asked by Financial Advisors

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By Amy Sitnick. I’ve had the pleasure of speaking with many advisors lately on social media – by phone and in-person at a recent Discovery Forum held on campus at SEI. Nearly everyone recognizes the value of LinkedIn, but they’re now interested in going beyond just having a profile picture. How can they use it to brand their […]

What the New SEC Social Media Guidance Update Means for Advisors

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  Because current social media platforms continue to evolve and new platforms are constantly emerging, the Securities and Exchange Commission (SEC) needs to stay on their toes to keep up. In an effort to address the changing social media landscape, the SEC released a long-awaited social media guidance update last week. What Changed The […]

LinkedIn Uses Big Data to Increase Profile Visibility and Enhance Professional Brands

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By Caitlin Zucal. Who wouldn’t like more LinkedIn profile page views? Thanks to the newly updated “Who’s Viewed Your Profile” section, users can now take advantage of personalized tips aimed at boosting page views. One of the main features that has distinguished LinkedIn from the other major social media platforms, such as Facebook and Twitter, has […]

Financial Advisor Marketing: 5 Ideas Even A Financial Planner Can Understand

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By Andy Crestodina. Do you ever get a blank stare from clients when you give financial advice? You probably give that same blank stare when people talk about marketing. Foreign languages are often hard to understand. My friend Amy McIlwain, the woman behind the Financial Social Media blog, says the finance industry has strides to make […]

The Best Times To Post on Facebook, LinkedIn & Twitter for Financial Advisors

Financial Social Media Blog

  Now that you’ve optimized your LinkedIn, Twitter and Facebook pages, it’s time to look at how we can get the most “bang” for our social buck by identifying the best times to post and engage online. While experimenting with your posting times can’t hurt, it is always good to have some basic knowledge to […]

How Advisors Drive Traffic to Their Websites

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By Amy Teter Romero. In today’s competitive world, consumers and prospects want to make the choice on who they trust and choose. Therefore you have to make it very easy for them to “find” you. This is especially true when it comes to online. Having a great website is only half the battle—getting people to find […]