Results for "On Social Media"

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Instagram: A guide for financial advisers

March 1, 2019

I opened my last column with these words: A solid plan and strategy is the key to every social media success. Let's use those words again for this month's column about Instagram for financial advisers. You may know Instagram as that photo-sharing...

Hit the reset button on your social media

January 31, 2019

A solid plan and strategy are the key to every social media success. I wish I had a dollar for every time someone told me that they measure social media successes by things going viral. That's such a misnomer. I also think people feel smarter...

5 easy social media resolutions for 2019

January 4, 2019

I just read a story on social media about some guy who time-traveled here from 2030 to tell us what's going to happen this year. That guy is going to have a hard time getting anyone to believe him. Back to the present, let's talk resolutions...

Social media automation is an automatic fail

November 15, 2018

I read something the other day that bugged me enough to write a column about it. Automation. I'm paraphrasing here, because I refuse to link to it, but basically the person said there's no reason in 2018 to be doing social media manually when...

What is your social media style?

October 17, 2018

I've written a social media column in one form or another since 2012, and in that time I've been a strict advocate of teaching people to post on social media responsibly but on their own terms. Or, as I explained to a roomful of journalists...

Five social media cybersecurity updates you can address now

September 20, 2018

As the social media guy here at InvestmentNews, one of my jobs is to read everything that's going on the website and then decide what to promote and how best to do it. Back in July, we wrote a story titled "Cybersecurity remains top RIA compliance...

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...

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...

Tips for how advisers can stay on top of social media

October 9, 2015

It's no secret that in less than a decade, social media has transformed the way we do business, and the way clients and prospects find and engage with their advisers. The Putnam Social Advisor Study conducted this year solidified that fact,...

Why financial advisers shouldn't ignore millennials

September 11, 2015

Let's face it, the majority of people in the financial services industry are starting to get up there in age. This fact was painfully brought to my attention by one of my coaching clients who told me he was having a challenge getting in front...

Revamp and refresh your online presence

August 14, 2015

As vacations come to an end, and the kids head back to school, it seems like life is finally starting to get back to normal. Schedules are more routine, days are more efficient and we seem to have a smidgen more time on our hands. This presents...

Avoid the summer slowdown by using social media

June 8, 2015

If you are anything like most of the advisers I coach, your brain has recently switched to summer mode — kids are out of school, vacations are planned and everything seems just a little more relaxed. You are accepting the "let's just follow-up...

Making the most of Facebook for your advisory practice

May 11, 2015

Of all the major social media platforms, Facebook seems to be the one most often questioned as to its value for financial advisers. While there are certainly pros and cons to the site, the fact remains that with 936 million daily active users...

Using LinkedIn to generate leads

March 22, 2015

Gaining introductions to potential clients is an absolute must to grow an advisory practice. Yet many advisers lack a system for doing so. Often, advisers fail to ask for referrals for fear of feeling intrusive, or of creating an awkward situation...

How to get off to a prosperous start on social media in 2015

January 25, 2015

Last month we discussed various ways to further engage your clients and grow your business. Now that the new year is under way, it is time to revisit some of those strategies (along with a few new ones) and outline solid, measurable goals around...

Get the conversation started on LinkedIn

November 30, 2014

If you're a regular reader of my column, you know I'm big on building relationships with clients and prospects, being authentic and strategically mapping out a plan to meet new people and build your business. A handful of great LinkedIn features...

Reaching out through LinkedIn

November 2, 2014

In the fall of 2012, LinkedIn announced the launch of its Influencer program, which featured content from the business world's top thought leaders, including Richard Branson, Tony Robbins and Bill Gates. The insights they shared resonated so...

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,...

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