Social Media Examiner just published a great video from Facebook Guru, Mari Smith to help you see how optimizing your news feed on Facebook can impact your presence on the social network and allow you to grow your market reach. For instance, did you know that as much as 90% of people of Facebook don’t […]
Video: Facebook Newsfeed Optimization
Is your Business on Social Media Overload?

Lately I’ve been seeing an increasing number of articles and blogs discussing the growing number of social networking platforms and how they may be overloading users with too many options. In my personal opinion, I believe the launch of the Google+ has caused many users to question the amount of social media outlets they use […]
FINRA Clarifies How Firms Can Use Facebook

Most mid-sized securities firms are struggling to understand how to use Facebook in their business. They know that Millennials, affluent investors, and the rest of American industry are way ahead of them in its adoption. But they’re worried that examiners from FINRA or the SEC could ask questions that they don’t know how to answer, resulting in disciplinary […]
4 Tips for Financial Professionals on LinkedIn
I’m sure you’ve heard the uber-popular tagline that LinkedIn has received, but if it’s true, if LinkedIn really is the top professional networking website out there, how can financial professionals utilize its features to their advantage? We’ve already discussed Facebook and Twitter, and although many of the tips can cross paths with each network, LinkedIn […]
4 Tips for Financial Professionals on Facebook
In continuation with our four week blog series on tips for financial professionals using the most popular social networking sites, this week’s post will focus on Facebook. Unlike Twitter, Facebook allows you to connect and engage with consumers on a more personal level. Most Facebook users put their life out in the open because they […]
Two Ways to be an Approachable Expert Online

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 […]
Six Steps for Creating an Effective Marketing Plan for Your Practice
I’m often asked questions about how to build a marketing plan, and how that differs from creating a business plan. First, let’s look at a business plan. It lays out what your business is all about, what services you offer, and what your major goals are. A business plan includes information on many areas that […]
The Seven Deadly Social Media Sins

Between Facebook, Twitter, and LinkedIn I’m connected with over 7,000 financial professionals and companies engaging in social media. While I’m thrilled to see so many people coming on board I’m also a bit horrified with some of the practices I’ve witnessed. Those who are doing it right are reaping the benefits, however, companies diving in too […]
5 Ways to Get More Referrals Now

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 […]







