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5 Financial Professionals you should be Following on Social Media

“In order to be the best, you must learn from the best” -Unknown When it comes to achieving groundbreaking success in any area of life, there is almost always an element of learning that must take place. For instance, if you want to be a famous novelist, it is advisable to study the Hemingway’s, Faulkner’s, [...]

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9 Blogging Mistakes That Make You Look Dumb

So you’ve got your own blog–congratulations! You have joined the ranks of humans who share their wisdom with the world in a medium that lasts forever, however much you may regret what you’ve posted. Following are seven mistakes that every blogger should be sure to avoid, whether you’re a newbie or a seasoned vet: 1. [...]

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5 Must-Know Strategies for Financial Advisor Landing Pages

Given the fact that hundreds of people visit your webpage long before they step foot in your office, it is important that you entice them, earn their trust, and teach them about your services and products in a way that resonates with them. While social media plays a role in the development of trust and [...]

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Getting Facebook Followers

When creating your Facebook business page, the second most critical consideration is what to post – the content, personality and message your page will convey. The first most critical consideration? Figuring out how you will get followers. If your Facebook page is filled with interesting posts and information, yet you have no connections, your page [...]

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What Financial Professionals need to know about the Olympics, Politics, and Twitter

Were you watching as Michael Phelps, a USA Olympic swimmer, became the #mostdecorated Olympian of all time? How about when the USA women’s gymnastics team became the #fabfive and won the gold medal? Even if you missed these historical moments, you have the opportunity to learn, talk about, and experience them on Twitter. Within the [...]

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Automate The Growth Of Your Business With A Powerful Newsletter

Do you have a client newsletter in place? If you’re not sending a newsletter, direct mail letter, research or news update or information piece to your clients on a monthly basis (at least), you’re missing out on an opportunity to maintain what is called top-of-mind awareness. Top-of-mind awareness is what Coca-Cola achieves by advertising 375 [...]

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The Aurora Tragedy and Social Media: Fostering Community Amidst Chaos

This summer has been a roller coaster for Coloradans. From the pinnacles of human greatness to the deepest of human ills; we all—directly or indirectly—feel the ripples. The turbulence commenced with the raging wildfires that devoured thousands of homes throughout the state. However, subsequent outpourings of charity and love for those affected slowly helped the [...]

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Email vs social media compliance & adoption timelines

History repeats? Comparing email and social media timelines In 2010, FINRA released Notice 10-06, an important regulatory guide on social media. Then in 2011, Morgan Stanley began allowing its financial advisors to use online social networks such as Twitter. This year, Facebook completed its IPO at a $100 billion valuation with 900 million users. How [...]

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5 Social Media Policy Tips for Financial Advisors

Whenever I advise my clients to create a social media policy, they always respond with: okay, but what should it say? I understand because that was my first question when I first discovered the importance of a social media policy too. What should your social media policy include? How do you even get started? There [...]

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Sample biographies for financial advisors – free to use

One of the most challenging piece of content advisors face is writing a compelling biography. One month ago, I posted an article about how to write an effective biography for your financial website. We received great feedback from our clients and some applied the suggestions shared to write their bio. Today, I thought it could be [...]

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