Compliant Social Media Marketing Solutions for Financial Advisors
By Andrea Collatz. Lately, I’ve come across a few articles in the news about social media identity fraud. Take for instance the story about a prominent short-seller who discovered (unbeknownst to him) that he appeared to have tweeted about Herbalife Ltd. Having your social media accounts hacked can do irreparable damage to your company and reputation. However, before […]
Do you ever wonder how many clients and prospects other financial advisors reel in from social media? How about if your target audience is even on social media? These are questions that occupy the minds of many advisors who are on the fence with social media. And with good reason! Why would you offer time […]
Hi there. I’m Russ Thornton. I want to share with you how I typically spend a day engaged in social media from the perspective of a busy financial advisor. Getting the Day Started 7:30 AM – This is usually when I start my day. Despite warnings to the contrary, I’ll usually check my email and […]
With pressure to join the growing number of social media platforms out there, it is very easy for users to become overwhelmed. What is the difference between them all? Recently, several business representatives have come to me confused about the difference between LinkedIn and Facebook fan pages. Both allow users to connect with people, some […]
Remember the first years of the Internet Age? Those pesky dial up connections; AOL’s “you’ve got mail” tag line; the slough of what we now consider primitive websites? As of 2012, we are amidst the baby stages of a similar social media age - parallel to the initial birth of the Internet, a revolutionary shift […]
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 […]
Providing financial advisors with useful, actionable information is what at ByAllAccounts are all about. Here, at the conclusion of 2011, we’re pleased to provide you with on-demand replays of our five most widely-attended webinars over the course of the year—offered below for your review. Please feel free to check out any or all the webinars—they’re […]
I attended a great webinar last week put on by Socialware: 2011 Year in Review: Social Media in Financial Services. Not only did the webinar recap and discuss some of the key highlights and trends throughout 2012, including new regulatory guidance like FINRA Notice 11-39 and large firms announcing their move from prohibition to participation, […]
1.) Are You An iPad(visor)? According to a recent survey, financial services firms are the fastest adapters of iPads for business use. Why such fast adoption? What are key benefits for today’s firms? Here are several points to consider: Read more 2.) The Top 3 Challenges Financial Advisors are Facing (or so they tell me) When you […]
Can you remember back in the day, when you dialed in to get your “electronic” mail from AOL? Patiently waiting and trying to dial multiple numbers before finally making the connection? Personally, the sound of the computer buzzing away like it was making a cup of coffee heightened the anticipation of what awaited in my […]
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