Results for "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...

Blogger Josh Brown and Ritholtz firm to hold adviser conference

February 13, 2019

Ritholtz Wealth Management is getting into the adviser conference business. Joshua Brown, a prolific blogger, financial adviser and CEO at the firm, announced in a recent post on his "The Reformed Broker" website that Ritholtz is co-sponsoring...

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...

Social media video trends for advisers

January 29, 2019

For as long as I've worked with financial advisers (a decade this year), it seems that people have been predicting that video will become the predominant form of marketing communication. This year, I think that prediction finally comes true....

Sen. Warren again calls for ouster of Wells Fargo CEO Tim Sloan

January 28, 2019

Elizabeth Warren's presidential ambitions are becoming another headache for Wells Fargo & Co. Chief Executive Officer Tim Sloan. The Democratic senator from Massachusetts took to Twitter Monday to again call for Mr. Sloan's ouster, highlighting...

Hearsay helping advisers add Instagram to social media strategies

January 24, 2019

Instagram is one of most popular social media networks among young people, but it isn't yet a part of most financial advisers' media toolkits. To help out, Hearsay Systems is adding Instagram to Hearsay Social, a social media platform for financial...

John Bogle remembered: He 'ignited a revolution'

January 17, 2019

John Bogle remembered: He 'ignited a revolution'

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...

TD Ameritrade partners with popular Chinese app WeChat

December 3, 2018

TD Ameritrade Holding Corporation has a new partnership with WeChat, a hugely popular Chinese app used for messaging, social media and mobile payments that has been criticized for violating users' privacy. Through a mini program built within...

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 Elon Musk can teach advisers about social media

October 15, 2018

Social media is hard, and success requires patience, dedication and a lot of work. There's no definite "right way" to use Facebook, Twitter, LinkedIn or any other platform. There's no handbook for advisers on how to attract a million followers...

Jay Clayton rejects Trump tweet calling for less frequent earnings reports

October 11, 2018

Securities and Exchange Commission chairman Jay Clayton just tapped the brakes on President Donald J. Trump's push to let U.S. companies report earnings less frequently. "I don't think quarterly reporting is going to change for our top names...

To delete, or not to delete: That is the social media question

August 23, 2018

Let me be honest. Few things get me more hot under the collar than talk of deleting posts on social media. I've been a social media professional for 11 years now, and if you ask anyone I've worked with you'll likely hear stories of times I've...

Find success with an organized social media strategy

August 9, 2018

If financial advisers agree social media is no longer an optional part of their business, it's time to start checking out some of the tools employed by the internet's "power users." A good place to start is something that can help organize the...

Why advisers are turning to Facebook ads to fill seminar seats

July 24, 2018

Financial planning seminars share much in common with the poet Henry Wadsworth Longfellow's curly headed little girl. To paraphrase, when they're done well, they're very, very good — and when they're bad, they're horrid. That's right; most...

Congratulations! You're already a social media expert

June 29, 2018

Do I need a financial adviser? What's the difference between a financial planner and financial adviser? Are financial advisers just for rich people? How many calories are in a strip of bacon? OK, you can ignore that last one (it's 43). When...

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...

Social media spring cleaning is a must — now more than ever

March 30, 2018

I'm guessing that as a financial adviser you go to great lengths to keep your office clean. After all, you'd be embarrassed if a client could sign his or her name in dust on your fancy wooden desk. (Grab some lemon Pledge, I'll wait). I'm guessing...

Social media all-stars of the financial advice community

March 24, 2018

President Donald J. Trump isn't the only one using tweets to rock the world these days. These advisers and other professionals who are influential in the financial planning domain are blogging, posting and tweeting their way to the heights of...

What if you found out you were really a ghost?

March 22, 2018

Remember "The Sixth Sense," where (spoiler alert) Bruce Willis goes through the whole movie not realizing he's dead? Did you ever see "The Others," that Nicole Kidman movie where she thinks her house is haunted, (another spoiler) only to find...

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