Results for "social media"

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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...

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...

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...

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,...

How to achieve social media success in 15 minutes or less

May 31, 2017

If you saved money on your car insurance in 15 minutes, congratulations. I needed at least a half-hour, but car insurance is not my specialty. Social media is my specialty, and when I say I can help you be better at it in 15 minutes or less,...

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,...

7 social media mistakes financial advisers should never make

April 18, 2017

Financial advisers should have some sort of social media presence. Think about it. There are more than 1.8 billion active users on Facebook alone. It is the most popular app used on smart phones. However, as great as social media can be for...

Social media's place in marketing

March 19, 2017

I​ didn't start my career in marketing. In fact, my first desire to understand marketing was because I had a sizable sales goal. My position required me to reach a national audience with little to no brand recognition — or marketing budget....

Meet the Social Media Adviser

March 13, 2017

Welcome to the first installment of Social Media Adviser, my new column dedicated to social media tips, tricks and instruction for financial advisers. Before starting at InvestmentNews in November, I worked for many years as the social media...

Adviser's tweet about widow of fallen Navy SEAL sends firm into crisis PR mode

March 2, 2017

The ripple effects from a single tweet Tuesday night during President Donald J. Trump's speech before Congress have turned at least one financial adviser's life upside down, while also sending an unsuspecting financial advisory firm into emergency...

8 social media etiquette mistakes firms should avoid

February 17, 2017

Common online habits and marketing strategies of advisers may be breaking all the digital rules without them even knowing it. Scott Steinberg, author of Netiquette Essentials, which was recently updated, said firms should avoid making these...

Dominate your social media in an hour a week

February 16, 2017

What if I told you that you can spend less than an hour a week and have content for all your social media platforms by using a simple process I can teach you right now? This process has really helped me get more content pushed out across many...

Blogs key to driving traffic to adviser websites, but what topics resonate best?

January 10, 2017

Financial advisers seeking to grow their businesses should carve out more time for writing, as blogs have become an essential tool for finding new clients. “Blogs are vital for firms that want to use their websites to grow their businesses,”...

Josh Brown finds social media is paying off in some unexpected ways

December 8, 2016

The amount of time most financial advisers spend on marketing could be trimmed dramatically by developing a consistent and well-crafted social media presence, according to Josh Brown, chief executive at Ritholtz Wealth Management. Speaking Thursday...

Advisers plan to spend more for compliance and tech in 2017

November 29, 2016

Many financial advisory firms are set to spend more on compliance, technology and marketing next year. Financial advice firms are planning to increase spending next year on compliance and technology, with about 53% of advisers indicating that...

Advisers finding more social media success

October 13, 2016

Financial advisers are increasingly comfortable tweeting and posting to Facebook and LinkedIn as securities regulators have made their expectations about social media more clear. Advisers are finding success using social sites to cull prospects,...

Social media in SEC's crosshairs

September 11, 2016

The Securities and Exchange Commission has issued further guidance on the use of social media by investment advisers. As reported by InvestmentNews on Sept. 6, the guidance came with the release of the final Form ADV and Investment Advisers...

SEC steps up scrutiny of adviser use of social media

September 1, 2016

The Securities and Exchange Commission is taking a closer look at advisers' use of social media by making their activity part of their annual disclosures to the agency. In a recently released final rule, the SEC said it is adding to Form ADV...

How social insights can supercharge investment research

September 1, 2016

As an investor, social-media data can be one of the most valuable cards in your deck. When used alongside financial data sets, social insights can empower investment researchers, they capture opinions that are often a precursor to consumer behavior....

3 email marketing systems that won't break the bank

May 17, 2016

Email marketing can be a great way for financial advisers to reach new prospects. In fact, a recent study conducted by MailChimp indicated that 74% of marketers expect their email to produce a positive return on investment. However, to realize...

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