Results for "social media"

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Kitces: Social media as drip marketing for financial planners

June 13, 2012

The principles of drip marketing are not new; the concept of marketing by sending a series of messages to prospects over time to build familiarity and remain top-of-mind so that you're likely to be contacted when a need arises has existed for...

Deepak Chopra on social media: Tune in or drop out

June 7, 2012

Business leaders need to listen carefully to the global conversation taking place within social media, said author Deepak Chopra, co-founder of the Chopra Center for Wellbeing, who bills himself as a pioneer in the field of mind-body medicine....

Seven steps to effective use of Facebook

June 3, 2012

Social media has transformed the way the world does business, and has begun to make its mark on the financial services industry. A recent survey by American Century Investments found that nearly 90% of financial advisers have a professional...

Advisers feeling more pressure to manage risk, communicate

May 31, 2012

Life is more complicated for advisers these days, who face increased pressure from investors to manage investment risk and communicate more frequently, preferably through social media, according to executives who attended a Fidelity Investments-sponsored...

Easy come, easy go as Zuckerberg drops off rich list

May 30, 2012

Mark Zuckerberg, Facebook Inc.'s co- founder and chief executive officer, is no longer one of the world's 40 richest people. The 28-year-old's fortune fell to $14.7 billion yesterday from $16.2 billion on May 25, as shares of the world's largest...

Live updates about social media from Finra's annual conference

May 22, 2012

Follow along with InvestmentNews editor Jim Pavia, who is tweeting about social media trends from Finra's annual conference in Washington, D.C. Janney's biggest investment in social media is public relations...their advisers are not using social...

Client churn a royal pain? Seek a niche

May 21, 2012

Advisers who want to build their business by developing a niche can start by raising their public profile. How? Blogging, writing articles, going on local news shows and making friends with trade publication reporters The advice comes from Paul...

Around the web: What people are saying about the Facebook IPO

May 17, 2012

The anticipation of the Facebook IPO will, more than likely, be more interesting - and at minimum, more entertaining - than the actual IPO itself. So much so, that it seems as though there's at least one Tweet every second about the upcoming...

It's a beautiful day: Facebook IPO makes Bono world's richest rock star

May 17, 2012

It's become a cliche these days to refer to anyone who is talented or successful in their industry as being a "rock star" of their chosen field. We say this as a way to convey that this person is not only successful, but that he or she is a...

The basics behind the social-media button

May 13, 2012

What if there were a button that, when pressed, would transport your desk into the middle of a crowd of millions of potential customers? Or a button that would allow you to look through the office windows of thousands of other professionals...

Forget the slideshow: There's only one reason advisers need social media

May 9, 2012

Here's a surprising stat from our 2012 survey of independent broker-dealers: 79.5% of independent broker-dealers permit their reps and advisers to use social media for professional purposes. (See the list here.) It would be simple to look at...

Why B2B companies should use social media

May 8, 2012

The following is excerpted from a blog entry at Crain's Social Media Group. Earlier this week, I taught a class, Creating Your Company's Social Media Strategy, at the Chicagoland Chamber of Commerce. The class was only 90 minutes and we had...

Pinterest drawing interest from small-business owners

May 3, 2012

Social-networking website Pinterest could be pulling Internet surfers and small businesses away from Facebook, according to one social-media expert. "Pinterest serves as an example as to how social-media titans are vulnerable to small startups...

Advisers say iPad makes them more efficient

May 2, 2012

Financial advisers are finding themselves hooked on Apple Inc.'s iPad because of certain applications that they say boost their business productivity and help in client meetings. For advisers who have invested in the tablet, it has become the...

Is Pinterest the next big social network for advisers?

April 10, 2012

Because Pinterest is so new in the social media world, a very small number of financial advisors are using the platform. That means there is an untouched audience of 73 million just waiting to be influenced by you. Have you heard the hype about...

Advisers on FaceBook IPO: Yawn

April 2, 2012

As public stock offerings go, it appears that Facebook Inc. is about to hit an epic home run. But financial advisers are less pumped up than their clients. According to an ongoing survey of financial advisers being conducted by InvestmentNews,...

The 15 financial advisers all advisers should follow on Twitter

March 20, 2012

Last week, we posted the top 20 feeds for financial advisers to follow on Twitter, courtesy of Fushion Analytics' Josh Brown, a.k.a. The Reformed Broker. These feeds mainly highligted news and information sources that have taken to Twitter like...

Shorts betting big against rebound at RIM

March 14, 2012

Research In Motion Ltd. Ticker:(RIM) shares have lost more than 90 percent of their value since mid-2008. That hasn't stopped a surge in bets that the stock will sink further as the BlackBerry maker prepares to report earnings. Short interest...

20 Twitter feeds all financial advisers should follow

March 13, 2012

Few financial advisers have used social media (do not insert period yet) as successfully as Josh Brown, also known by many as The Reformed Broker. He has thousands of followers on Twitter (19,206 as of 1pm today, to be exact) and expands his...

Why social media matters

February 13, 2012

Some advisers have adopted social media strategies that have now actually translated into new business. Here's how.

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