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The Financial Advisor’s Guide to LinkedIn – Part 5: Prospecting: The 3 Most Effective Strategies

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As a financial advisor, you likely spend a fair amount of time trying to get referrals and prospecting for new clients. While LinkedIn is a social networking site, you can also strategically use it as a way to prospect and generate new clients. As the following statistics show, LinkedIn users are a very attractive group […]

Two Ways to be an Approachable Expert Online

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When searching for someone to do my taxes last year, I looked for three things: an expert, someone trustworthy, and someone I could easily approach. As a financial advisor, you don’t have to be everyone’s best friend, but it’s helpful for your clients to be able to find and connect with you in multiple ways […]

4 Tips for Financial Professionals on Twitter

Financial professionals have been understandably cautious about using social media for as long as FINRA and the SEC have been putting their foot down on regulations and policies. That doesn’t mean you have to shut the social networks out completely, which is why we’ve put together a helpful list of tips for financial professionals using […]

5 Ways to Get More Referrals Now

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  1. Write a blog post (try to keep it under 500 words) about a topic that your clients find valuable. For example, if you focus on Gen Y clients you may want to give them tips on how to start saving to purchase a house. At the end of the post put in share […]

5 LinkedIn Articles You Can't Afford to Miss

We’ve scoured the Internet shelves for the top LinkedIn news headlines this week and found a multitude of interesting stories covering everything from the hot new LinkedIn jobs feature, a large financial company’s social media strategies, and a couple articles that give some great insight into the LinkedIn communities. 1. Yet Another Reason to Be […]

Where Things Stand Right Now in Financial Social Media

The following article is based on a recent survey by DAI Partners and Tools, Inc. on the status of Social Media in Financial Services. “In a newly released survey by DAI Partners and Tools, Inc, “Social Media Marketing in the Financial Services Industry: Where Things Stand Right Now,” nearly every financial services company is using […]

How Much is a Facebook Fan Really Worth?

It’s not a surprise to say that Facebook is the reigning social networking giant. At this point, it probably isn’t even a surprise to say that more and more companies are flocking to the platform to expand their social reach and increase profits. Just last night I was watching a Colorado Rockies baseball game and […]

Social Media is No Longer Just for the Young at Heart

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I flew from Denver to Minneapolis last week to spend some time with my family and friends that I haven’t seen in a long while. During my stay I had the pleasure of attending a family member’s graduation party. As I munched on yummy cakes and mingled with relatives that I hadn’t seen in years, […]

5 Must-Haves to Look for from your Social Media Archiving Provider

Today, with more and more firms evaluating and entering into social media, it stands to reason that FINRA & SEC rules governing social media and archiving solutions will play a bigger role in the professional lives of Financial Advisors and Advisors. In fact, you may be feeling enormous pressure right now to begin leveraging social […]

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 […]