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A Financial Advisor’s Social Survival

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 […]

A Financial Advisor's Social Survival

soc-connections

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 […]

LinkedIn DirectAds For Advisors - How To Succeed

Most financial advisors I have been talking have heard about pay-per-click or at least have seen some of these pay per placement ads on search engines like Google or Yahoo! These ads run on a bidding system that can prove very expensive for advisors trying to compete for keywords like ‘financial planning’ ‘investment advisor’. Over […]

Evolution of Marketing for Financial Advisors

This is the first part of a 5 week series on the evolution of marketing in the financial services industry. The series will cover the new and old marketing tools used by Financial Advisors, their advantages and disadvantages, the compliance rules about social media and will showcase 12 advisors that have been successfully incorporating social […]

Most Effective Marketing Techniques for Financial Advisors

Two months ago, we asked professionals of the financial services industry to go through a survey about marketing and advertising techniques. Over 600 advisors, financial planners and managers of financial/investment firms rated their most successful marketing tools, and shared their usage on social media. We’ve broken down each question in a separate chart to provide […]

Facebook Ads: What You Need To Know - Part II

1-13-2011 11-11-09 AM

Our previous blog outlined the reasons why Facebook Ads are an important part of your organization’s social media marketing campaign. This blog is a continuation of the last, and will delve into the technical aspect of Facebook Ads and how to implement them successfully. There are two main types of Facebook Ads available: Premium and […]

Facebook Ads: What You Need To Know - Part I

amy facebook ads page

Have you ever been on your personal Facebook page, or even a business’s Facebook Fan Page, and been attracted to advertisements that are seemingly directed to you and your interests? These are Facebook Ads, target marketing made possible by Facebook’s Reaching and Targeting initiative that captures specific profile information and ensures that your ad reaches […]

Get On Board with Social Media and Protect Your Brand

You have all heard about the big four players of social media, Linkedin, Facebook, Twitter & Youtube? And you are probably already providing value and engaging customers on most, if not all of these social websites. If you haven’t /aren’t, now is the time to get on board with social media. I often recommend our […]