Results for "social media"

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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...

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...

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...

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...

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...

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....

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...

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,...

LinkedIn offers advisers some promising new features

February 9, 2014

Since its launch in 2003, LinkedIn has done anything but stay the same. Over the past decade, the social-networking giant has listened to users and continually added features to make the site a convenient place to find and share content, as...

Crack the female-adviser playbook

November 3, 2013

I recently had the opportunity to speak at the Women in Insurance and Financial Services National Conference and, as in years past, took away some great bits of information. Although some naysayers claim that this business is about portfolio...

Use social media to meet year-end goals

October 6, 2013

As we slide into October, I am beginning to hear that old familiar phrase from many of my coaching clients: “We've only got one more quarter to hit our year-end goals.” Although the clients that we coach are busy executing on strategies...

Video isn't just for profiles anymore

September 15, 2013

Over the past few months, I have spent some time in this column explaining how to incorporate video into social-media profiles and websites to make them stand out. Now it's time to talk about expanding the use of video and trying something new....

Engagement is a mouse click away

August 11, 2013

When I speak to groups of financial advisers across the country, it seems to me that most of their social-media efforts to date have been spent on marketing and branding, as well as prospecting. Although those certainly should be part of any...

Ways to get noticed on LinkedIn

June 2, 2013

Those who want to know what not to do with their LinkedIn profiles should perform a quick search of “financial advisers” and peruse some of the profiles that pop up. You are sure to see, as I did, a sea of sameness. When I set out to write...

Online strategies advisers shouldn't ignore

March 10, 2013

It has become essential to have an online presence, but simply “being online” isn't enough. The information that people find when they do research online makes a very powerful first impression. Financial advisers who haven't taken the time...

In recruiting, use online connections

October 7, 2012

It seems like you can't crack open an industry publication these days without stumbling on an article about succession planning — and for good reason. Thousands of financial advisers are approaching the end of their career and face the reality...

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