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...

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...

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...

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....

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...

John Bogle remembered: He 'ignited a revolution'

January 17, 2019

John Bogle remembered: He 'ignited a revolution'

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...

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...

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....

Using LinkedIn to generate leads

March 22, 2015

Gaining introductions to potential clients is an absolute must to grow an advisory practice. Yet many advisers lack a system for doing so. Often, advisers fail to ask for referrals for fear of feeling intrusive, or of creating an awkward situation...

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...

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...

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...

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