Results for "social media"

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How social insights can supercharge investment research

September 1, 2016

As an investor, social-media data can be one of the most valuable cards in your deck. When used alongside financial data sets, social insights can empower investment researchers, they capture opinions that are often a precursor to consumer behavior....

SEC steps up scrutiny of adviser use of social media

September 1, 2016

The Securities and Exchange Commission is taking a closer look at advisers' use of social media by making their activity part of their annual disclosures to the agency. In a recently released final rule, the SEC said it is adding to Form ADV...

3 email marketing systems that won't break the bank

May 17, 2016

Email marketing can be a great way for financial advisers to reach new prospects. In fact, a recent study conducted by MailChimp indicated that 74% of marketers expect their email to produce a positive return on investment. However, to realize...

What advisers can learn about technology from Guns N' Roses

April 13, 2016

Anyone who knows me knows that I love music of all types. I was fortunate enough to see the recent Guns N' Roses concert in Las Vegas. Axl Rose's voice growled and soared with power and range. Slash was a virtuoso on the guitar, fearlessly pounding...

The coming wave of adviser technology convergence

February 4, 2016

New financial technologies often evolve independent of one another to solve a specific problem, then converge as they mature. At present, the advice industry is in the early innings of what promises to be a new period of major technological...

10 advisers with Twitter power

January 29, 2016

These financial professionals have attracted thousands of followers and done so without flooding the social media platform with 140-character posts or becoming fans of the masses. In addition to having more followers than Tweets published, and...

Adviser's Consultant: How to build a social media strategy that begets business

January 21, 2016

Google “New York wealth adviser” and David Edwards' Heron Financial Group is one of the first firms to pop up, due in part to his early and dedicated approach to social media. The advisory firm founder posts market commentaries, photos from...

Mobile work options impact RIA firms

December 30, 2015

The technology revolution continues to evolve, impacting us in ways that were unimaginable even 10 years ago. The "givens" of today will propel us — or even force us — to examine and change how we manage our work force. Those given factors...

This app can help advisers better broadcast messages to clients

December 22, 2015

According to Bill Winterberg's FPPad Bits and Bytes, the Innovation of the Year award goes to Periscope. Per Bill, “before Periscope was introduced, there really wasn't an easy way for you to stream content in real time for your audience.”...

Face time just as important to younger clients

December 22, 2015

Contrary to popular belief, young clients want face time with their financial adviser —not just FaceTime Fifty-four percent of clients between the ages of 18 and 44 want to communicate with their advisers face to face. That's the same level...

Setting adviser social media resolutions for 2016

December 13, 2015

As the current year draws to a close, advisers are starting to think ahead to what they want to accomplish in 2016. For many people, this goal-planning starts and ends by outlining the typical list of personal and professional goals: Lose 10...

Advisers are texting, but are they compliant?

December 7, 2015

Text messaging. We're all doing it. In a recent Pew Research Center study, researchers found that 97% of smartphone owners send text messages. Not only is text messaging easy to do from a mobile phone, it's a highly effective and efficient way...

Adviser's Consultant: Separate your robo and traditional planning offers to succeed in two markets

December 1, 2015

Art Haws always felt there was an underserved market for financial advice in Nashville. The Tennessee capital has been growing and creating new prosperity in recent years, but many individuals still did not have enough assets to make them profitable...

Dealing with difficult people online

November 15, 2015

Let's face it: social media has created a wealth of opportunities for all of us in financial services — along with a handful of potential pitfalls. With social media users hidden behind a computer screen, it seems people are far more empowered...

Advisers who up the ante with tech have bigger books of business

October 29, 2015

Advisers who take advantage of technology tools — anything from video conferencing software to all the features of a customer relationship management program — have bigger books of business and a more expansive reach to multigenerational...

Periscope the next frontier in social media for advisers?

October 28, 2015

As more advisers start diving head first into the waters of social media, there's a new opportunity not too far off — Periscope. With the real-time video platform, which allows viewers to tune in to live appearances and watch replays for 24...

Youtube is hot spot for educational videos

October 27, 2015

Turns out Youtube is more than just a website for music videos and cat clips — viewers appreciate educational and informational segments, as well. "Every day, people watch hundreds of millions of hours on Youtube," Sundar Pichai, chief executive...

Tips for how advisers can stay on top of social media

October 9, 2015

It's no secret that in less than a decade, social media has transformed the way we do business, and the way clients and prospects find and engage with their advisers. The Putnam Social Advisor Study conducted this year solidified that fact,...

Five steps to becoming a thought leader on LinkedIn

October 1, 2015

Recently, I spoke with an experienced adviser who was frustrated that his clients often base important financial decisions on random articles or pieces of information they read online, rather than consult with him for advice. I reminded him...

When it comes to Twitter, keep messages short and to the point

September 30, 2015

When it comes to Twitter, less is more. Speculation is swirling around what sort of changes Twitter may be making to its 140-character limit for tweets, after tech site Re/Code published an article that an undisclosed new feature was in the...

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