Results for "social media"

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John Bogle remembered: He 'ignited a revolution'

January 17, 2019

John Bogle remembered: He 'ignited a revolution'

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...

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...

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...

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...

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...

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....

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...

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...

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...

Attracting clients through blogging

September 16, 2012

With the number of social-media sites and other online avenues available to us, it often is hard to know where to put our energies. Fearing time constraints or compliance concerns, many financial advisers have shied away from making blogging...

Creating interest with Pinterest

August 12, 2012

In less than three years, Pinterest has become a major player in the social-media arena. The question remains: Can this site play a role in marketing your financial services practice? In my opinion, it is going to take some time, but that doesn't...

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...

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