Results for "social media"

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Fed Chairman Powell has 'serious concerns' about Facebook Libra

July 10, 2019

Facebook Inc.'s proposal to create its own digital currency raises major questions that must must be addressed before the plan to create a coin called Libra moves forward, Federal Reserve Chairman Jerome Powell said Wednesday. "Libra raises...

How to help clients avoid information overload

August 13, 2019

We live in a world of data overload. We are constantly being bombarded with information and messaging about how to think, act and even dream. The average American is on their smartphone for 5.4 hours per day. That is not even including the time...

What you can learn about social media when you never stop learning

April 25, 2019

In my spare time, I mentor younger journalists in digital roles. I've been lucky enough over the course of my career to have had some amazing mentors, and I'm a firm believer in paying it forward. I have never forgotten that when I started doing...

5 important pieces of social media news

June 25, 2019

We're more than halfway to 2020, and while that in and of itself could be a fascinating topic for a different kind of column, I thought I would use this opportunity to round up some pretty important things going on across different social media...

Personal compliance: Your social media needs to pass this important test

May 31, 2019

The inspiration for this column comes from Game of Thrones. Now there's something I never thought I'd type. The funny thing is I've never seen the show. And don't worry about spoilers, as I don't plan to watch it. But the problem as it relates...

Money management for social media stars

July 17, 2019

Jenn Im started making YouTube videos as a hobby nine years ago, a way to express her love for turning thrift-store finds into stylish outfits. (More:​ Millennial women take back seat when it comes to their own finances, UBS survey says) Creating...

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...

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...

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...

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....

Managing your social media on the move

June 1, 2014

One of the more frequent frustrations I hear expressed by advisers regarding their social media efforts (behind compliance constraints) is that fitting social media strategies into their day is difficult and takes too much time. In this increasingly...

Twitter evolving; you should, too

May 4, 2014

As users of Twitter are already aware, within the past few weeks the company has rolled out major changes to the look, feel and functionality of the site. With a large majority of the population being visual in nature, Twitter saw the need to...

LinkedIn offers advisers some promising new features

February 9, 2014

Since its launch in 2003, LinkedIn has done anything but stay the same. Over the past decade, the social-networking giant has listened to users and continually added features to make the site a convenient place to find and share content, as...

Use social media to meet year-end goals

October 6, 2013

As we slide into October, I am beginning to hear that old familiar phrase from many of my coaching clients: “We've only got one more quarter to hit our year-end goals.” Although the clients that we coach are busy executing on strategies...

Video isn't just for profiles anymore

September 15, 2013

Over the past few months, I have spent some time in this column explaining how to incorporate video into social-media profiles and websites to make them stand out. Now it's time to talk about expanding the use of video and trying something new....

Ways to get noticed on LinkedIn

June 2, 2013

Those who want to know what not to do with their LinkedIn profiles should perform a quick search of “financial advisers” and peruse some of the profiles that pop up. You are sure to see, as I did, a sea of sameness. When I set out to write...

Online strategies advisers shouldn't ignore

March 10, 2013

It has become essential to have an online presence, but simply “being online” isn't enough. The information that people find when they do research online makes a very powerful first impression. Financial advisers who haven't taken the time...

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...

In recruiting, use online connections

October 7, 2012

It seems like you can't crack open an industry publication these days without stumbling on an article about succession planning — and for good reason. Thousands of financial advisers are approaching the end of their career and face the reality...

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