As a financial professional, you spend a lot of time looking for new customers. Your daily routine is consumed by a numbers game where more prospects translate to more clients. The allure of social media is great. But how do you simultaneously navigate social media sites like LinkedIn andcompliance regulations—and still make social media work for […]
Must Tweets by Securities Reps Be Pre-Approved? NO!
November 15, 2011 by
When Morgan Stanley Smith Barney announced in May that it will allow its 17,800 financial advisers to use Twitter in October, I said it was a breakthrough. Here was a major Wall Street wirehouse recognizing that the social media revolution was real and that it had to be part of it. I took a few arrows for […]
2 Must-Read Updates for Financial Professionals in the Social Scene
November 10, 2011 by
2011 has been a revolutionary year for new technologies in the social media sphere. From the launch of Google to the vast changes to the Facebook platform, social media organizations are doing everything they can to stay up-to-date and in the good graces of businesses and consumers. The past couple of weeks have been no […]
Financial Advisors: Why You Need Your Site to be Search Engine Friendly
November 1, 2011 by
The following study was published by Pew Internet, and offers a pretty good idea of who is using search engines (*spoiler*: everyone!) If you look at the bottom of the chart, you will notice something interesting. Those with a household income of $75,000+ are the highest users of search engines among all income levels. It’s true […]
How to Increase Brand Presence on Facebook
October 27, 2011 by
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 […]
Keep Cowboys Away from Social Media at Your Investment Company
October 18, 2011 by
There’s usually one in every company. The cowboy. He’s got a swagger in his walk and a smirk in his talk. He gives lip-service to the rules because he’s smarter than the rest of us. He’s too full of testosterone or maybe a deep-seated desire to get daddy’s attention. Who knows what really motivates him? If you’ve got one […]
You Don't Have to Be a Great Writer to Write a Great Blog: 21 Quick and Easy Tips for Becoming a Successful Blogger - Part I
October 4, 2011 by
You’ve probably heard a lot about blogs. Many advisors are writing them. And why not? Blogs can be an effective way to establish thought leadership for your firm, drive traffic to your site, and in the best of all worlds, get a new client or two. You don’t have to be a professional writer to […]
4 Tools for Financial Professionals on Social Media
September 1, 2011 by
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 […]
