A Financial Advisor’s Social Survival As a financial advisor, I look at social media very much like anything else I do. Every decision I make is, more than likely, linked to some regulation or rule. That does not need to prevent me from doing my job. The compliance storm that is swirling about the use […]
A Financial Advisor's Social Survival
January 31, 2012 by 1 Comment
A Financial Advisor’s Social Survival As a financial advisor, I look at social media very much like anything else I do. Every decision I make is, more than likely, linked to some regulation or rule. That does not need to prevent me from doing my job. The compliance storm that is swirling about the use […]
Financial Social Media’s Top 10 Blog Posts of 2011
December 29, 2011 by
As 2011 comes quickly to a close, I sat wondering what I’d write about for our final blog of the year. After much contemplation, I decided to compile a list of our most popular blog posts based on their share rate and reader views (thanks to ProducersWeb). It’s been quite a year for social media […]
10 Reasons Why YOU Want to Choose YOUR Clients.
December 6, 2011 by
It’s a costly and hard-learned lesson in the advisory business: saying “no” to an interested prospect who does NOT fit your ideal client profile. It’s counter intuitive to refuse business, but the fact is, if you take on any and every client who wants to use your services, it may cost you money, aggravation, and […]
How to Increase Brand Presence on Facebook
October 27, 2011 by
When Facebook launched its Subscribe button last month, many users overlooked its beneficial features, such as allowing users to follow public updates and customizing news feeds. This could not be more advantageous for financial professionals interested in getting their content and messages out on the network. How, you ask? Well, there are a few different […]
Facebook Ads: What You Need To Know - Part I
January 13, 2011 by 2 Comments
Have you ever been on your personal Facebook page, or even a business’s Facebook Fan Page, and been attracted to advertisements that are seemingly directed to you and your interests? These are Facebook Ads, target marketing made possible by Facebook’s Reaching and Targeting initiative that captures specific profile information and ensures that your ad reaches […]
Facebook Ads: What You Need To Know - Part II
Our previous blog outlined the reasons why Facebook Ads are an important part of your organization’s social media marketing campaign. This blog is a continuation of the last, and will delve into the technical aspect of Facebook Ads and how to implement them successfully. There are two main types of Facebook Ads available: Premium and […]