Wishing everyone a wonderful holiday season and a Happy New Year!
Facebook’s News Feed Algorithm Update: No Overly Promotional Posts
December 4, 2014 by Leave a Comment
As you have probably heard by now, Facebook will be making significant changes to the way the News Feed works in January 2015. These changes will affect the way that marketers will be able to reach users that like their brand’s page. But that doesn’t mean you should abandon your Facebook all together! In […]
Numbers Don’t Lie
September 9, 2014 by Leave a Comment
Numbers don’t lie. On the other hand, we often lie to ourselves when we don’t know the numbers. Gut decisions are good, but if we can access the numbers to help us make better decisions, the numbers are invaluable. What numbers am I talking about? Results-based numbers including the following: 1. Future Sales: A number, […]
Back To Basics: Best Practices for Advisors on Facebook
August 14, 2014 by Leave a Comment
As you may know, we are taking the month of August to get back to the basics. Last week we went over how to begin building your targeted audiences on Facebook, LinkedIn and Twitter with your current clients and ideal prospects. This week will will be talking Facebook. Now that you have created a Facebook […]
Conferences Have Gone Social – Have You?
July 8, 2014 by Leave a Comment
By Caitlin Zucal. Unlike any previous technology, social media has transformed the way we communicate. Today, our society is completely wired, making it easier than ever before to stay connected to family, friends, customers and colleagues. The financial services industry has adapted to modern communications, with many savvy advisors using social media channels, such as Twitter, […]
How To Create a Google+ Business Page
June 10, 2014 by Leave a Comment
By Sara Ruthnum. Google is the champ of search engines, and since we know that the average consumer turns to Google more than ever to research relevant products and services, it is more important than ever to turn up in relevant search results. First, as always, having a website is crucial to an advisors success. However, […]
Amy McIlwain & Brittney Castro Talk Social Media For Advisors
June 5, 2014 by Leave a Comment
This spring, I had the chance to sit down with Brittney Castro in Los Angeles to talk social media and digital marketing. Brittney is a certified financial planner and the CEO of Financially Wise Women. She has been incredibly successful using social media as a marketing tool, despite all restrictions and limitations that the financial services industry […]
WEBINAR: Compliance & Social Media - The Do’s & Don’ts
June 3, 2014 by Leave a Comment
Because of the restrictions within the financial services industry, advisors have always questioned the use of social media for business. In next week’s webinar, we are excited to clear the air surrounding social media compliance! Social media is a powerful search and networking tool that top advisors can tap to strategically prospect and […]
4 Ways Financial Services Firms Can Amplify Traditional Marketing With Social Media
May 29, 2014 by 1 Comment
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 […]
Harnessing the Power of Social Media to Promote Your Next Event
May 15, 2014 by 1 Comment
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! […]
