Compliant Social Media Marketing Solutions for Financial Advisors
Maribeth Kuzmeski, marketing guru and president of Red Zone Marketing, is someone we’re always happy to call a friend. Maribeth has led her firm in consulting with some of the nation’s top financial professionals and advisors. She knows her stuff. Today Maribeth shares what she identifies as the number one marketing mistake made by financial […]
All money related blogs should include a look at some of the top financial calculators available. Why? Well, in general terms, to help consumers find the road to financial health and stay there. And to help consumers understand their finances more thoroughly. Any money related blog should be providing that kind of assistance to it’s […]
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 […]
Each week, I receive tons of e-mails and phone calls where people helplessly proclaim, “I am so busy, “I am to my knees in deadlines”, “this has been a crazy week”, or my personal favorite, when people just push the “ignore” button. Let’s face it, we’ve all been there because we’re all insanely busy. And […]
Blane Warrene, CEO of Arkovi – the premier financial services social media solution for archiving, compliance and monitoring – and myself co-hosted a webinar about ‘Websites and blogs, the social media hubs for financial advisors” this afternoon. The session was such a success and unfortunately maxed out our maximum attendees allowance and had to reject […]
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 […]
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 […]
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 […]
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