Results for "social media"

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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...

Why advisers should make both face-to-face and online networking priorities

January 25, 2015

The subject of networking came up recently while I was working with one of my favorite clients, a financial adviser who leads a large team. As we were discussing how to best position his team for growth this year, we reviewed their networking...

Advisers who embrace big data will have a leg up on competitors

January 25, 2015

Financial advisers who want to climb to the top of the profession — or remain there — had better start looking for ways to glean more intelligence from data. A convergence of technologies increasingly makes it possible and affordable to...

Hedge fund managers testing the social media waters

January 22, 2015

Hedge funds, long known for restricting investor access to complex and secretive strategies, are ever so slowly coming out of the shadows and embracing social media. It's still a far cry from your favorite celebrities tweeting out what they...

Upgrade your website or drive away business

January 8, 2015

Ask website designers about the state of most financial adviser sites today and they grimace. "The majority of sites we see out there from advisers are very outdated and they poorly reflect the firm and the adviser,” said Loic Jeanjean, director...

Catch and ride the next wave in financial advice

January 7, 2015

Over the past few decades, technological innovations have had a significant impact in the role that financial advisers play in the lives of their clients. The work that was once labor-intensive, time-consuming and client-limiting is now streamlined,...

Conquer the difficulties of web writing to draw prospects

January 1, 2015

You're an adviser, not a writer, right? Then why is it we seem to do so much writing these days? Whether it's writing a blog or an article, or preparing a presentation, we find ourselves having to communicate through the written word. Some advisers...

The risky business of compliance

December 31, 2014

As social media quickly rises above the fray as an effective marketing vehicle for RIAs, the risks of noncompliance also have become greater. Using social media sites such as LinkedIn, Twitter and Facebook to share articles via hyperlinks is...

Using mobile technology to take client relations to another level

December 29, 2014

Mobile technology is transforming registered investment adviser practices as well as the nature of the adviser/client relationship. But to experience the full range of benefits that mobile applications provide, advisers need to change the way...

What's next for financial advice?

December 21, 2014

It's almost impossible to anticipate when innovation will strike and what it will mean for the future. But InvestmentNews attempted to foresee light bulb moments by asking people in the advisory space which area of their business or the industry...

Survey shows social media use growing among advisers

December 11, 2014

Advisers are latching on to social media giants such as LinkedIn and Facebook to increase their business, and it's paying off. Putnam Investments' latest survey of how advisers are using social media found that those who have acquired clients...

From robo to artificial intelligence to help clients

December 8, 2014

UBS Group AG, facing the threat of competition from Google Inc. and Inc., has turned to a Singapore-based technology company that uses artificial intelligence for help delivering personalized advice to the bank's wealthy clients....

3 ways advisers can build their digital influence

December 3, 2014

If you want to find and attract your ideal prospects into your business today, it's time to seriously consider going digital with your marketing and business development efforts. Going digital is not only good business, but I believe it's the...

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...

New LinkedIn tool could help advisers with marketing, compliance

October 23, 2014

A tool recently introduced by the online professional network LinkedIn could help investment advisers and brokers with both marketing and compliance. LinkedIn has made it possible for users to download an archive of their data with one click....

Where advisers can find help with social media

October 20, 2014

If you're an average RIA firm owner, you're in your mid-50s. That means you didn't grow up with computers, iPhones, the Internet, Facebook and LinkedIn. Younger clients expect their advisers to be tech savvy and communicate with them individually,...

Protecting client information is more than just a computer issue

October 13, 2014

With Internet scams, phishing, identity theft and just plain burglary, we investment advisers have an enormous responsibility to keep our clients' personal information safe. Try as I might, it seems that every few months, I hear of some new...

Actiance, PeopleLinx join in social-media partnership for advisers

October 9, 2014

PeopleLinx, which trains companies how to make the most of social media, is partnering with compliant communications firm Actiance Inc. to bring LinkedIn and Twitter training to Socialite, Actiance's compliant social-media portal for advisers....

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....

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