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Golf & Social Media: Differentiating Each Platform

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  As a reader of our blog, you’ve heard about the marketing opportunities and success stories of financial advisors using social media. But with so many social platforms to choose from—Facebook, Linkedin, YouTube—determining where to start can be confusing! As you begin to consider what to post and share on social media, don’t make the […]

Getting Started on Twitter: How To Videos

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  A recent study showed that nearly 20% of U.S. adults use Twitter and 45% of Twitter’s adult account holders are interacting with financial services firms within the platform. So if your business is not Twitter, you’re most likely missing a huge opportunity to promote your business to potential clients. But where to begin? Once you’ve set up a […]

Promoting Your Content [PART 2] for Financial Professionals

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  Creating custom, informative, and intriguing content is critical to the successful growth of your business. Not only does this boost your website’s Search Engine Optimization, but it also helps to establish you as an experienced leader in the financial services industry. Part I of the Promoting Your Content series focused on non-paid ways to […]

Best of 2013: Top Financial Social Media Blogs This Year

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  2013 was a great year for social media in the financial and insurance industries! A lot of progress was made, with limits being pushed, regulations clearly defined and the number of professionals getting involved increasing. At Financial Social Media, we always like to help you stay on top of what’s going on and changing […]

Happy Holidays from Financial Social Media!

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8 Ways to Track Your Social Media Performance

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  More and more financial advisors and insurance agents are getting on board with social media. But, any expert will tell you that your marketing efforts aren’t any good if you’re not tracking them. With so much going on in social media there are a lot of questions: What should I post? Where should I […]

Top 3 New Year’s Resolutions For Financial Broker Dealers [ Infographic ]

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  Back in August, we surveyed professionals from 13 Broker Dealers to find out exactly how they approach digital marketing. The results revealed a couple of interesting trends: 1. The overall attitude towards digital marketing in the financial industry 2. There is a large opportunity for Broker Dealers to support their advisors digital marketing initiatives If […]

Promoting Your Content [PART 1] for Financial Professionals

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  “If a tree falls in a forest and no one is there to hear it, does it still make a sound?” Here at Financial Social Media, we see the truth of that old adage all too often. If you are producing great content, but no one reads it, is it doing you any good? […]

Compliance DOs & DON’Ts on Twitter

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  One piece of advice I like to give financial advisors who are new to social media is to remember that your professional self is different than your personal self. I know that this is somewhat stating the obvious, however, when you take the compliance regulations from the SEC and FINRA into consideration, this advice […]

Top 5 LinkedIn Updates Financial Advisors Should Know About

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  It’s no secret that professionals are increasingly turning to social networks to drive key business initiatives. As the preferred social platform for financial advisors, LinkedIn is constantly adding new features, and here are some you should know about: 1. An improved mobile experience. If you are like most busy professionals who spend time working on a […]