Displaying 66 results
5 social media trends to look out for in 2014
Social media is an ever-changing landscape, with new platforms popping up all the time. Additionally, major social-media players…
How advisers can stand out in the sea of sameness
It is that time of year again when we start jotting down a list of ways to help…
Crack the female-adviser playbook
I recently had the opportunity to speak at the Women in Insurance and Financial Services National Conference and,…
Has financial press overhyped social media?
The financial industry has a tendency to blame mainstream media for hyping financial news, and yet, is guilty of the same crime where social media is concerned, according to Robert Sofia of Platinum Strategies
Video isn’t just for profiles anymore
Over the past few months, I have spent some time in this column explaining how to incorporate video…
Use social media to meet year-end goals
As we slide into October, I am beginning to hear that old familiar phrase from many of my…
Finect: They have built it (more or less). Will advisers come?
With the launch of Finect into beta, there is a new wrinkle — a new subspecies, really — in the social-media network options for financial services companies.
Engagement is a mouse click away
When I speak to groups of financial advisers across the country, it seems to me that most of…
How social-media platforms stack up for the advice business
Which social-media platform works best for advisers? Kristin Andree evaluates the big five.
Ways to get noticed on LinkedIn
Those who want to know what not to do with their LinkedIn profiles should perform a quick search…
Mining LinkedIn for rollover assets
There are very few financial advisers who aren’t looking to capture additional assets. One of the quickest ways…
Online strategies financial advisers shouldn’t ignore
Those who don't take the time to craft a coordinated effort on the web risk losing clients.
It’s a new year: Time to get moving
Although many financial advisers have already created their 2013 business plans, few have clearly defined the strategies to…
Attracting clients through blogging
With the number of social-media sites and other online avenues available to us, it often is hard to…
Creating interest with Pinterest
In less than three years, Pinterest has become a major player in the social-media arena. The question remains:…
Kitces: 11 blogs for all financial advisers to follow
While there are many lists of blogs out there, financial planning's own social media “power tweeter” Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The Kitces Report and his own blog, Nerd's Eye View, maintains a list of blogs specifically relevant for financial advisors.
LinkedIn gave a firm a head start in race to land clients
When it comes to getting financial advisers involved in social media, Lawing Financial Inc. of Overland Park, Kan., has found that nothing succeeds like success.
Seven steps to effective use of Facebook
Social media has transformed the way the world does business, and has begun to make its mark on…
Pin your hopes on Pinterest to reach women
When financial planner Katana Abbott set out to follow her dream of helping disadvantaged women take control of…
