Results for "social media"

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Find success with an organized social media strategy

August 9, 2018

If financial advisers agree social media is no longer an optional part of their business, it's time to start checking out some of the tools employed by the internet's "power users." A good place to start is something that can help organize the...

Why advisers are turning to Facebook ads to fill seminar seats

July 24, 2018

Financial planning seminars share much in common with the poet Henry Wadsworth Longfellow's curly headed little girl. To paraphrase, when they're done well, they're very, very good — and when they're bad, they're horrid. That's right; most...

Why You Need an Active Social Media Presence

July 1, 2018

It may come as a surprise to some, but social media can play a key role in successfully growing your business. Routinely publishing content on social media platforms will not only help you establish your brand, but it will also help you develop...

Congratulations! You're already a social media expert

June 29, 2018

Do I need a financial adviser? What's the difference between a financial planner and financial adviser? Are financial advisers just for rich people? How many calories are in a strip of bacon? OK, you can ignore that last one (it's 43). When...

Some social media advice never goes out of style

June 1, 2018

I've been writing columns about social media for nearly 10 years now, and in all of that time I've stressed the importance of watching what you say, being professional 24/7/365, and keeping personal opinions about current events and politics...

Social media spring cleaning is a must — now more than ever

March 30, 2018

I'm guessing that as a financial adviser you go to great lengths to keep your office clean. After all, you'd be embarrassed if a client could sign his or her name in dust on your fancy wooden desk. (Grab some lemon Pledge, I'll wait). I'm guessing...

Social media all-stars of the financial advice community

March 24, 2018

President Donald J. Trump isn't the only one using tweets to rock the world these days. These advisers and other professionals who are influential in the financial planning domain are blogging, posting and tweeting their way to the heights of...

What if you found out you were really a ghost?

March 22, 2018

Remember "The Sixth Sense," where (spoiler alert) Bruce Willis goes through the whole movie not realizing he's dead? Did you ever see "The Others," that Nicole Kidman movie where she thinks her house is haunted, (another spoiler) only to find...

Alternative investments in social media: Assessing the risks of trying a new network

March 2, 2018

As a financial adviser, you need to be well-versed in alternative investments. You have to be able to assess risk and explain to clients that there's more to your portfolio than stocks, cash and bonds. You need to be able to clearly communicate...

AI, social media have an important place in the advice world

February 23, 2018

Technology is fundamentally shifting societal norms, expectations and behaviors, and advisers must adjust to them if they want to survive. Just consider what we used to tell children about getting into cars with strangers, said Sunayna Tuteja,...

Facebook changes explained: Here's what to do right now

February 2, 2018

As the present now will later be past The order is rapidly fadin'And the first one now will later be last For the times they are a-changin' When Bob Dylan wrote this classic in 1964, he couldn't have known that the lyrics would apply so perfectly...

5 easy social media resolutions for 2018

January 9, 2018

Happy 2018, Social Media Adviser readers. Yes, this is another column about New Year's resolutions. But this is the one you should read all the way through, because unlike those others, these suggestions are easy to do and the resulting habits...

Top-earning advisers aim to become industry thought leaders

November 22, 2017

In a study conducted last year by iCapital Network with more than 800 advisers about their day-to-day business activities and ongoing practice development strategies, we learned that top-earning advisers – those consistently earning $1 million...

Sharing on social media: How to do it right every time

November 1, 2017

Everyone knows one of those people. Someone who knows the entire story before everyone else and isn't shy about sharing those opinions on social media. They're almost always wrong. Whether it's something that's at first shocking but eventually...

George Papadopoulos, financial planner, confused with key figure in Trump probe on social media

October 30, 2017

Many investment advisers dream of increasing their recognition and following on social media — but not the way it happened Monday to George Papadopoulos. Mr. Papadopoulos, a financial planner in Novi, Mich., was mistaken for George Papadopoulos,...

5 things you should be doing on social media

October 19, 2017

A few weeks ago, I wrote a column titled "5 things you must avoid doing on social media," and it turned out to be one of my most popular. It was always my intention to also focus on the things you should be doing, but you know how it goes: editors,...

How do I? Your social media questions answered

September 29, 2017

One of the great things about a career in social media, and by extension having a social media column, is the ability to help people with their social media questions. They usually come in randomly over Twitter or sometimes via email, but I...

5 things you must avoid doing on social media

September 7, 2017

Once upon a time (2006), in a land far, far away (California), there lived the man who sent the world's first tweet. "just setting up my twittr," wrote Jack Dorsey, one of Twitter's founders. A lot has changed since then. Twittr is called Twitter....

Should financial advisers invest in social media?

September 5, 2017

Recently, a tenured adviser called me with a dilemma. His younger counterparts wanted him to purchase a social media system that would integrate blogs, posts, tweets and pictures on various platforms (e.g., Facebook, Twitter, LinkedIn and Instagram)....

The 7 secrets of content marketing ​

August 23, 2017

Here's something that happens to me a lot: I finally convince an adviser to try content marketing. Then I have to talk them down off the ledge once they realize the whole world will be able to read everything they publish online. That includes...

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