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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...

Deleting your social media is a bad idea

August 10, 2017

Remember a few weeks ago when Anthony Scaramucci was in the news for deleting tweets? He's not the first high-profile figure to do it, and he won't be the last. Celebrities have been deleting like it's nbd (that's no big deal) for years and...

Be a LinkedIn pro with these 9 tips

May 9, 2017

Social media is important, but it shouldn't take up all your time. Today, let's focus on nine tips to make your LinkedIn presence the best it can be. • First things first: Update often. If I had a nickel for every time someone told me LinkedIn...

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...

Rehabilitating a besmirched reputation online can cost time and money

July 17, 2017

Few prospects walk into a financial adviser's office without doing an online background check first, so firms need to have a game plan for tracking and reacting to negative internet posts about the business or its advisers. Even someone who...

8 tips for keeping your passwords safe on social media, the web and in apps

April 24, 2017

First you log into your favorite social media platforms, then you give careful thought to what you want to share. Hopefully you check spelling and grammar, and make every post count. But how much thought do you give when you are logging in,...

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....

Don't guess, grade your own social media performance with analytics

June 28, 2017

Sharing social media content is the easy part. When you think about it, anyone can type 140 characters and hit the tweet button, or post a status update on LinkedIn and Facebook. But what happens next? How do you find out if what you shared...

Get started with Lists: The best part of Twitter you're not using

July 18, 2017

I remember the day I discovered Twitter Lists and at first being very skeptical. I had been doing social media for years and believed I knew every trick there was to know, so how could Lists add anything of substance? Believe me, they do. Quite...

Advisers need to get on board with the digital revolution

June 16, 2017

No matter the size of the advisory firm or the make up of the client base, it would be a mistake to overlook the marketing potential of social media and digital interactions. Megan Carpenter, chief executive and co-founder of FiComm Partners,...

Automation: An effective way to enhance marketing success

August 18, 2017

Advisers today are busy. While having to manage a large book of client accounts, they also need to develop effective ways to drive new business. To do this, they may want to create and deliver content designed to educate investors and promote...

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)....

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...

Relationships: The real social media ROI

October 5, 2014

In last month's column, I discussed various ways to “measure” the return you are getting on your social media efforts. Now, it's time to take a look at something a bit harder to measure, but far more important — building relationships....

How to track your social media

September 7, 2014

Financial services companies have come to understand that if they want to stay competitive in a digital age, social media must be a strategic part of their overall marketing plan. Yet as more advisers incorporate social media into their practices,...

Managing your social media on the move

June 1, 2014

One of the more frequent frustrations I hear expressed by advisers regarding their social media efforts (behind compliance constraints) is that fitting social media strategies into their day is difficult and takes too much time. In this increasingly...

Twitter evolving; you should, too

May 4, 2014

As users of Twitter are already aware, within the past few weeks the company has rolled out major changes to the look, feel and functionality of the site. With a large majority of the population being visual in nature, Twitter saw the need to...

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