Compliant Social Media Marketing Solutions for Financial Advisors
By Joanna Belbey. As people get older, their wealth is inherited by younger generations. Today, the Boomer generation holds a great deal of wealth which has begun shifting to their children, and will shift eventually to their children. To avoid losing out, Financial Advisors and Producers need to be prepared for this shift, and for the differences […]
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 […]
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 […]
Smarsh, a cloud-based archiving solution for financial advisors, recently released their annual Electronic Compliance Survey Report. In its fourth year, the Smarsh survey seeks to identify trends and concerns in financial services. This year’s results reinforce the shift in attitude toward an acceptance of more types of electronic messages (and the compliance ramifications). In […]
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 […]
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 […]
In the past month there have been some updates to your favorite social platforms that will help you market your financial firm. Not too long ago, we went over the major changes to LinkedIn that advisors should be leveraging, so here are 3 updates that you should utilize on Twitter and YouTube. TWITTER: Profile […]
By Christian König. 2014 witnesses the significant growth of social media on financial markets, which has quickly delivered new data from both financial professionals and market participants. It is expected that applying social media marks a new stage of a new valuable tool of finance analytics. Nowadays, Social Media continues to expand at breakneck pace with […]
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 […]
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 […]
Receive your free copy of the Social Media Compliance Guide.
