Results for "social media"

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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...

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...

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,...

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...

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,...

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...

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...

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