I have spent a good deal of time trying to convince advisors of the importance of blogging. In fact, I’ve basically written a book about it (well, a chapter of a book). As a result, advisors want to know how it’s done. Your advisor blog can be interesting and informative. How do I know this? […]
How to Create a Perfect Advisor Blog Post
How to Position Your Brand on Social Media When Tragedy Strikes

Where were you when the World Trade Center fell? I distinctly remember the moment. It was my sophomore year in college and I received a phone call (on a land line) from my boyfriend frantically instructing me to turn on the TV. I tried calling my family but the long distance phone lines were backed […]
Facts Tell, Stories Sell, Are You A Good Storyteller?

By: Tim Wilhoit, Your Friend 4 Life I grew up in the mountains of East Tennessee. Actually very near where the International Story Telling Festival is held every October. I guess one of the best skills I have from my bloodline is the ability to tell stories. The mountain folk, hillbillies are no longer politically […]
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 […]
Sailing Into Social Media: The Tale of the Titanic Retold

On this day one 100 years ago, the infamous Titanic had already departed on its maiden voyage across the Atlantic. Most of us are well aware of the famous James Cameron film inspired by the Titanic and its doomed voyage, but did you also know that there are apps and Twitter accounts dedicated to the […]
How Advisors Can Create Some “March Madness” Around Their Business

march-madness-work-278.jpg” alt=”” width=”278″ height=”225″ />Imagine you make it to the “Final Four” on a high-net-worth investor’s list of potential advisors. You’re all potential champions, so beating the competition and winning the assets boils down to capitalizing on the little details that set you apart. Most advisors plan to add new clients in 2012. If this […]
How Are People Posting to Twitter

Twitter is a rich network for exploring trending topics, hashtags and various slices and dices of data. Its immediacy, short form and ability to link creates a fantastic place to syndicate content, take the “pulse” and evaluate sentiment. An interesting subset of data we explore at Arkovi is also the Tweet source – helping […]
Advisors CAN Use Twitter and Here’s How!

By Stephanie Holmes If you are in compliance, before you freak out, hear me out. I’m talking about creating a personal Twitter profile. There are a lot of rules advisors have to follow but being allowed on Twitter personally is really no different than being allowed on Facebook personally, and I’d like to see […]
Becoming a ‘Purple Cow’ One Tweet at a Time

For the marketers out there, I am sure you have heard of the ‘Purple Cow’ – author Seth Godin’s answer to success that comes from making your brand stand out against the competition. This theory, which challenges business professionals to think outside of the box and create unique and engaging ways for people to become […]
Jumping on the Social Media Bandwagon, One Advisor at a Time
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