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Articles tagged "Twitter"


Andy Rachleff, right, with Adam Nash: We ultimately agreed to a one-year transition where he would concentrate on building out the team and product and I would focus on external issues.

Andy Rachleff is out as CEO of Wealthfront as former LinkedIn star takes his place
The founder of the Silicon Valley online RIA steps aside to make way for Adam Nash

Thursday 1.30.14
Lloyd Blankfein: A job like this is hard to come by.

The 8 things I learned about Lloyd Blankfein at the SIFMA confab when he was grilled by Politico
The Goldman Sachs chief used artifice to boost himself and his company and stayed appealingly accessible all the while

Wednesday 11.13.13
Abby Salameh: I don’t think I have ever seen a successful advisor who didn’t build his or her business by pounding the phones.

One thought for advisors with stagnant practices: Pick up the telephone!
With e-mail, texting, friending, linking-in and tweeting running rampant, the casualty may be the most potent social media of all: voice-to-voice contact

Friday 9.13.13
Josh Brown: I knew that if I had kept going in that direction, it would've eventually killed me or at least snuffed out my soul.

The RIA business' most prolific tweeter and blogger unexpectedly suspends activity with a semicryptic letter to his readers
Josh Brown, who's shown us how far and fast you can go by giving something of yourself through social media, is now taking an abrupt timeout for 'projects'

Tuesday 9.10.13
Aaron Klein: On a heavy day, tweet eight to 10 times. Most days, tweet once or twice.

How to get going on Twitter
This social media can be the most intimidating to start but it can be the best and most effective, too

Tuesday 5.21.13
Cathy Curtis: My goal is to have prospective women clients find me on LinkedIn.

RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisors
A whopping 90% of the mass-affluent investor pool is online and 44% of them are actively looking for an advisor

Thursday 5.9.13
Russell Thornton: It builds more credibility and being more easily seen and heard online is probably a good thing.

Advisor Tested: Arkovi expands and archives a firm's online footprint
Social media tools archive your firm's posts, tweets and blogs and make sure they're all there when regulators pay a call

Friday 11.11.11
Greg Friedman: We are researching this as we speak and thinking about how we want to work with this relative to Junxure and our future Cloud product.

As advisors flunk social media 101, CRM makers are starting to pick up the slack
Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook

Wednesday 9.14.11
Kevin Nichols: Social media can used to reassure jittery clients while prospecting for new ones.

Three ways to use social media in turbulent markets
Rocky markets are the perfect time to use LinkedIn to ask for introductions

Monday 8.15.11
Maria Marsala: If your firm doesn't have a written social networking usage document, get involved with creating one. Volunteer as a test case.

Top 10 tips for the 'social' financial professional when creating your LinkedIn profile
A search will often produce a professional's LinkedIn profile before his or her website.

Friday 8.12.11
'It's amazing how everyone's perspective changes once someone declares the emperor has no clothes.'

Most provocative tweets of the RIA week
Market melee sets advisors a-Twitter using humor, sarcasm, downright frustration and off-color language to express themselves

Wednesday 8.10.11
Kevin Nichols: Facebook has segmenting capability but it's complicated and convoluted to set up.

RIAs fed up with Facebook should hop on the Google+ bandwagon
The new social medium embraces the fact that people need CRM for their lives

Tuesday 7.19.11
Brent Burns: Advisors who take on a fiduciary role have a lot of branding work to do.

NAPFA conference hits hopeful note as members look to the future
Unfazed by venue change, advisors mixed, mingled, blogged and tweeted their way through the three-day meeting

Wednesday 5.25.11
Nevin Freeman: The question is: Do regular marketing approaches work on these new online media?

Social media: There's a bigger mistake you could make than offending the SEC
Nevin, RIABiz tech guy, weighs in on how advisors ought to approach social media

Monday 6.7.10
Mike Byrnes: Prospects are going to advisor websites and other online sources to do their due diligence before requesting initial meetings.

Seven things advisors need to know about social media
Shocking but true: In a connected world, the number of Google hits your firm gets increases your credibility. Social media can help.

Tuesday 5.25.10
Pat Allen: The assumption was that someone would come to your site and take the time to browse it. Oh no, they won’t.

Five changes to expect in social media in 2010
Expect asset managers to play major game of catch-up in modernizing web marketing

Monday 1.4.10
Schwab IMPACT: Advisors come for its punch

The 10 top things to know on the eve of Schwab IMPACT 2009
A fragmented industry gets under one tent

Saturday 9.12.09
Les Abromovitz: Twitter's 140-word limit leaves scant room for disclosures

Social media can turn regulatory exam into fiery wreck
Tweeting and Linking in are fair game for sharp-pencilled regulator

Tuesday 8.25.09

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