Results for "social media"

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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,...

Five steps to becoming a thought leader on LinkedIn

October 1, 2015

Recently, I spoke with an experienced adviser who was frustrated that his clients often base important financial decisions on random articles or pieces of information they read online, rather than consult with him for advice. I reminded him...

When it comes to Twitter, keep messages short and to the point

September 30, 2015

When it comes to Twitter, less is more. Speculation is swirling around what sort of changes Twitter may be making to its 140-character limit for tweets, after tech site Re/Code published an article that an undisclosed new feature was in the...

10 #FinCon15 notables for advisers to follow on Twitter

September 23, 2015

This past weekend marked the 5th annual FinCon gathering, the leading conference for personal finance bloggers, with over 900 (!) attendees including a new adviser track dedicated to blogging and social media sponsored by the XY Planning Network...

More advisers are gaining new clients through social media

September 21, 2015

Advisers who use social media say that they see a good chance of attracting new clients via their presence on various digital platforms, studies have shown. About 43% of the 300 advisers who responded to American Century Investments' sixth annual...

How independent broker-dealers are utilizing technology today

September 16, 2015

The InvestmentNews Independent Broker-Dealer Technology Survey was conducted in August. 42 IBDs participated. Below is a snapshot of the technological spending and usage in the IBD channel. Visit for complete profiles...

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...

Now is the time to evolve your firm's technology

September 8, 2015

As both a long-time practicing financial adviser and industry consultant, I need to view our industry through two lenses. That has forced me to stay up to date on the changing trends. Over the past decade and a half, I have been an early adopter...

Uber versus yellow cabs: A fight advisers should watch

August 17, 2015

Big cities around the globe are participating in a battle between the incumbent cab industry and upstart ride-sharing companies like Uber and Lyft. After rowdy protests, Paris and Madrid have successfully limited ride-sharing services for the...

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...

Advisers should embrace the digital age and its impact on financial advice

August 10, 2015

HitchBOT, the digital hitchhiking robot, met a sad end last week. While he was more experiment than trend, he serves as a representation of people's hesitance to trust robots to have our best interests in mind. This ambivalence toward robots...

Twitter gets advisers in-the-know in real time

July 24, 2015

Twitter isn't just an innovative way to connect with prospects and clients — advisers can pick up a lot about a company, and investor sentiment related to its stock, on the social media channel. That's why the Nasdaq stock exchange has partnered...

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...

Adviser: Clients won't know you exist without a strong digital presence

June 3, 2015

Josh Nelson can't imagine an advisory firm growing today without a strategic approach to social media and search engine optimization and to crafting a vibrant website. The Keystone Financial Services founder pushes his five-year-old firm to...

Advisers: Quit talking to and about each other on social media

May 29, 2015

As more advisers flock to Twitter, Facebook and LinkedIn, it's time for them take a closer look at their posts — and focus on whether they're providing what clients and, more importantly, potential clients, really want. Sometimes it seems...

More than ever, advisers make a splash with social media

May 28, 2015

Advisers are spreading their wings and tweeting, liking and sharing a lot more these days. Two separate surveys, one by Smarsh Inc., a compliance company, and another by Cogent Reports' Advisor Media Consumption, which collects data on financial...

ThirtyNorth's duQuesnay: How advisers can make Twitter work for their practices

May 22, 2015

Blair duQuesnay Principal and chief investment officer, ThirtyNorth Investments

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...

A 3-phase approach to making social media work for you

April 21, 2015

Though advisers are increasingly using social media, many continue to tell us that compliance concerns, resource constraints and a lack of familiarity are keeping them on the sidelines. That's understandable, but it's tough to overlook the torrent...

Investor trust. We can rebuild it.

March 27, 2015

The financial crisis of 2007-2008 decimated consumer trust in financial markets and institutions. Not only did private investors lose $8 trillion in net worth, but they also had to pay $376 billion in fees. Many investors lost confidence in...

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