Compliant Social Media Marketing Solutions for Financial Advisors
Now that three of my colleagues have weighed in on the question of Facebook pervasiveness and use for business, as well as the blurred lines between personal and professional use, I thought I’d weigh in with my own thoughts on the matter. I started using Facebook in April 2007 after it had become available to non-university students. At the […]
It’s happened to all of us. You were just going to check your Facebook for five minutes and the next thing you know it’s been an hour. Social media has a reputation for being one big black hole. It sucks you in and makes you lose all sense of time and any chance for productivity. One […]
-The following is a guest blog post by Amy Sitnick, Senior Marketing Manager for the SEI Advisor Network and self-described social media addict. Connect with her on LinkedIn or follow her on Twitter now –@SEIAmyS. You might be shocked to hear that Facebook is my favorite social network for financial advisors. You were probably […]
The Financial Industry Regulatory Authority (FINRA) announced yesterday that it is conducting spot-checks on social media communications such as Facebook, Twitter, LinkedIn and blogs. According to FINRA Rule 2210(c)(6), each firm’s written (including electronic) communications are subject to a periodic spot-check procedure. FINRA’s Advertising Regulation Department requests that firms provide the following: 1. An explanation […]
One of the most successful strategies for giving clients a reason to immediately refer is an event we call, “Don’t Miss the Boat.” It’s similar to a client appreciation event, but the only people invited are those clients that have already refer others to your firm. To start, set the date for the event […]
Many financial advisors fail to see the value in social media marketing—as it seems too personal, fluffy, and juvenile. There is also a lot of ambiguity about how to track the quantitative effectiveness of social media marketing efforts. If you’re one of the skeptics (like I once was), I am here to share with […]
Professional or Authentic? Which is the best marketing path? The answer is that a highly professional approach usually feels like it has been created so perfectly for a reason. The messages in your marketing materials may not overtly sell your services. However, a highly professional features-based approach, to a consumer, feels like it may have […]
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