Compliant Social Media Marketing Solutions for Financial Advisors
Each week, I receive tons of e-mails and phone calls where people helplessly proclaim, “I am so busy, “I am to my knees in deadlines”, “this has been a crazy week”, or my personal favorite, when people just push the “ignore” button. Let’s face it, we’ve all been there because we’re all insanely busy. And […]
Blane Warrene, CEO of Arkovi – the premier financial services social media solution for archiving, compliance and monitoring – and myself co-hosted a webinar about ‘Websites and blogs, the social media hubs for financial advisors” this afternoon. The session was such a success and unfortunately maxed out our maximum attendees allowance and had to reject […]
On this day one 100 years ago, the infamous Titanic had already departed on its maiden voyage across the Atlantic. Most of us are well aware of the famous James Cameron film inspired by the Titanic and its doomed voyage, but did you also know that there are apps and Twitter accounts dedicated to the […]
A lot of advisors remain skeptical when it comes to using Twitter to attract new prospects, instead using it more as a way to retain and strengthen existing client loyalty. The truth is that Twitter alone may never get clients to line up on your doorstep, but it is a powerful tool that nobody […]
Twitter is a rich network for exploring trending topics, hashtags and various slices and dices of data. Its immediacy, short form and ability to link creates a fantastic place to syndicate content, take the “pulse” and evaluate sentiment. An interesting subset of data we explore at Arkovi is also the Tweet source – helping […]
By Stephanie Holmes If you are in compliance, before you freak out, hear me out. I’m talking about creating a personal Twitter profile. There are a lot of rules advisors have to follow but being allowed on Twitter personally is really no different than being allowed on Facebook personally, and I’d like to see […]
Local search advertising can be highly effective because it allows advisors to tailor their brand messages very precisely to fit what prospects in their area are looking for. As the Web grows, more people are submitting geographically constrained searches to sites like Google to find local businesses and filter out everything else. Typical local search […]
A Financial Advisor’s Social Survival As a financial advisor, I look at social media very much like anything else I do. Every decision I make is, more than likely, linked to some regulation or rule. That does not need to prevent me from doing my job. The compliance storm that is swirling about the use […]
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