Compliant Social Media Marketing Solutions for Financial Advisors
The Financial Industry Regulatory Authority (FINRA) announced yesterday that it is conducting spot-checks on social media communications such as Facebook, Twitter, LinkedIn and blogs. According to FINRA Rule 2210(c)(6), each firm’s written (including electronic) communications are subject to a periodic spot-check procedure. FINRA’s Advertising Regulation Department requests that firms provide the following: 1. An explanation […]
Social media is growing up and news that breaks on Twitter is now news that moves the markets. Real tweets have the power cause political tension, end careers and find a kidney. Fake tweets can have the same effects, and damage control is difficult. There is no way to edit or add a correction to […]
If you ever try to attract someone and feel you’re falling short of making your case, here are a few solutions. If you try to sell someone something, a typical reaction you may receive is that person becomes immediately not that into you. As the nation’s #1 sales expert Jeffrey Gitomer says, “People Don’t Like […]
Have you ever scrolled through your Facebook and or LinkedIn feed and wondered—why is this person posting this? We’ve all stumbled on distasteful posts, shook our heads and smiled. But is there a point where bad posts can affect your business or put your job in jeopardy? The other day, I discovered a study that […]
Last year, I explored the land of Twitter for the first time in my life. Like many skeptical financial advisors, I didn’t see the point. Twitter [among an exhaustive list of other social media platforms] seemed like another technological creation to add to the clutter. Regardless of my first impressions, I tossed my inhibitions out […]
When was the last time you tried something really different in your business? For most businesses, trying something new is risky. And for many we are trying to avoid risk, not add to the complexity of our business. And furthermore, there are the pessimists that believe that most new tactics really won’t work – so […]
You can view your statistics for your website by signing into your account and viewing the dashboard, but that may not always be the easy for you. Learn to set up e-mail notifications that will provide you with custom tracking reports sent right to your inbox.
There are a lot of factors that go into creating successful SEO campaigns, as they require a great deal of knowledge and effort. As a financial advisor, you’re already ahead of the game! Why? Because creating a successful SEO strategy is not much different than creating a successful financial plan for a client—the same principles […]
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