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Why Companies are Shifting from Old School Marketing to Social Media

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I remember being a teenager, hopping on my bike, and setting off on the mile long journey to work. As I climbed the last hill a huge billboard would slowly emerge over the horizon. I stared at it intensely everyday, distracting myself from the pain burning in my legs. I always thought, why do they […]

How to Increase Brand Presence on Facebook

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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 […]

Are You Prepared to Deal With Your Client of Tomorrow?

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Those who have grown up with Web 2.0 at their fingertips will soon be getting to the age where they are starting families and talking about getting financial advice. Do you know how you’re going to react when they show up to your doorstep or website? The Client of Tomorrow: Accessibility They are highly accessible […]

4 Tools for Financial Professionals on Social Media

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  The final blog post of our four-part series is the highly-anticipated launch of the Financial Social Media Bootcamp and Social Advisor Club. This past Monday marked the official release of Financial Social Media’s two new tools for financial professionals using social media. Below you’ll find a video explaining the benefits of enrolling in the […]

Six Steps for Creating an Effective Marketing Plan for Your Practice

I’m often asked questions about how to build a marketing plan, and how that differs from creating a business plan. First, let’s look at a business plan. It lays out what your business is all about, what services you offer, and what your major goals are. A business plan includes information on many areas that […]

Back to Basics: Understanding Compliance

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The exponential growth of social media in the online world has quickly caused the lines to blur between the personal, professional, private and overall general models of interaction and conduct online. Implementing a social media policy for you and your organization is key in setting guidelines, rules and regulations on what is appropriate and how […]

Social Media for Financial Advisors: Do You Have the "X-Factor?"

There are oceans of educational material out there for financial advisors on guidelines and best practices for how to be successful with social media; articles, blog posts, slideshares, whitepapers, webinars, videos, and so on (most of which is very helpful, and I would definitely recommend using as much of it as you can to your advantage). […]

Social Media for Financial Advisors: Webinar Recording

Loic Jeanjean, Director of Web Marketing at Advisor Websites hosted a free webinar about how Financial Advisors can become/remain active on social media sites. He also shared valuable tips and ideas on how to prospect, stay top of mind and stay in line with the latest FINRA and SEC guidelines. Here is the deck of […]

6 Tips to Drive a Response Through Social Media

We’ve all been there - you make a seemingly attention-getting post on any one of your social networks and excitingly await the myriad responses that are sure to come. Nothing. No replies or even “likes.” It’s not only frustrating but also disconcerting to put your personal opinions, attitudes and views out into the public domain […]

Interview with Annuity News Now

Financial Social Media President Amy McIlwain”s interview with Annuity News Now covers the use of social media to enhance professional practice, as well as overcoming compliance issues and guidelines. [vimeo]http://vimeo.com/20652222[/vimeo]