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Advisers: Quit talking to and about each other on social media

May 29, 2015

As more advisers flock to Twitter, Facebook and LinkedIn, it's time for them take a closer look at their posts — and focus on whether they're providing what clients and, more importantly, potential clients, really want. Sometimes it seems...

More than ever, advisers make a splash with social media

May 28, 2015

Advisers are spreading their wings and tweeting, liking and sharing a lot more these days. Two separate surveys, one by Smarsh Inc., a compliance company, and another by Cogent Reports' Advisor Media Consumption, which collects data on financial...

ThirtyNorth's duQuesnay: How advisers can make Twitter work for their practices

May 22, 2015

Blair duQuesnay Principal and chief investment officer, ThirtyNorth Investments

Making the most of Facebook for your advisory practice

May 11, 2015

Of all the major social media platforms, Facebook seems to be the one most often questioned as to its value for financial advisers. While there are certainly pros and cons to the site, the fact remains that with 936 million daily active users...

A 3-phase approach to making social media work for you

April 21, 2015

Though advisers are increasingly using social media, many continue to tell us that compliance concerns, resource constraints and a lack of familiarity are keeping them on the sidelines. That's understandable, but it's tough to overlook the torrent...

Investor trust. We can rebuild it.

March 27, 2015

The financial crisis of 2007-2008 decimated consumer trust in financial markets and institutions. Not only did private investors lose $8 trillion in net worth, but they also had to pay $376 billion in fees. Many investors lost confidence in...

Using LinkedIn to generate leads

March 22, 2015

Gaining introductions to potential clients is an absolute must to grow an advisory practice. Yet many advisers lack a system for doing so. Often, advisers fail to ask for referrals for fear of feeling intrusive, or of creating an awkward situation...

Top apps to boost your social media efforts

March 6, 2015

We have covered the basic apps that financial advisers should be using to ensure their social media efforts don't slow down when on the move (Hootsuite, Twitter, Facebook Pages Manager, LinkedIn and Bitly). Now it's time to kick it up a notch....

Are you making a mountain out of joining social media?

March 5, 2015

If there is one thing we encounter over and over at FMG Suite, it's a financial advisers' too-strong-for-reason resistance to trying out social media. Despite the following data from an Accenture study last year, about half of financial advisers...

This week on social media with advisers

February 27, 2015

It's been a busy week on Twitter for advisers. The White House and Department of Labor announced a push for fiduciary standards, the president gave adviser Sheryl Garrett a shout out and advisers responded to Morgan Stanley's leaked take on...

7 big changes in advisers' technology usage - The changing adviser tech landscape

February 26, 2015

Technology in the financial services sector is rapidly evolving. More advisers are prioritizing technology in their practices – and budgets. The rise of robo-advisers adds extra incentive to stay on top of the biggest technology trends. Here...

Blogging tools to maximize an adviser's online voice

February 25, 2015

An increasing number of financial advisers are blogging to connect with new and existing clients. But without the right tools, publishing a first-class blog can be daunting. As with most technology, there are plenty of options to choose from,...

Morgan Stanley's 'Hunger Games' parody whips financial Twitter into a frenzy

February 25, 2015

Morgan Stanley's parody of the “Hunger Games” film series, obtained exclusively by InvestmentNews, generated a ton of buzz across the financial world. Twitter was the source of some of the best reactions to the 10-minute attempt at humor...

Labor Department rankles advisers with quick video on fiduciary

February 24, 2015

Financial advisers have been thrust into the national spotlight after President Barack Obama directed the Department of Labor to move forward a fiduciary standard rule. To accompany the president's announcement at AARP in Washington on Monday...

Tips on managing your online presence to improve results in Internet searches

February 20, 2015

For better or worse, financial advisory firms — and the advisers who work for them — are often judged by what comes up when they are the subject of an Internet search. That's why managing an online presence is so important. "You can almost...

Hearsay unveils service to boost advisers' online presence

February 19, 2015

Hearsay Social, a social-networking platform for financial advisers, has announced a new program intended to help advisers improve their websites and better connect with new and existing clients. As part of the company's Predictive Social Suite,...

Tweeting maven Josh Brown approaches 100K followers, explains the business upshot

February 19, 2015

The financial adviser known on Twitter as Downtown Josh Brown with the handle @ReformedBroker is poised to hit 100,000 followers. While that mark doesn't land him in the social media caste of @RichardBranson, with 5 million followers, or @LadyGaga,...

3 'must do's' from the T3 Conference

February 17, 2015

"If you run a business, you're fine. If you run a practice, you're done." — Edmond Walters, eMoney Advisor Are you a technology company or an investment management company? When I asked this question to the head of a robo-adviser firm at the...

Where advisers need to go to find new technology

February 17, 2015

This year's Technology Tools for Today (T3) conference was the largest ever, and the access to the exhibit hall alone was worth the price of admission. T3 is simply the place to be for advisers looking to apply or improve technology in their...

Surprises in store for advisers at T3 conference this week

February 11, 2015

Fintech fans, unite. It's time for the 10th annual T3 conference. Of course, attendees of the event, which takes place Feb. 12-14 in Dallas, will be flocking to Twitter to share tips, tricks and insights, and advisers on hand are supposedly...

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