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Articles tagged "social media"

Kevin Dinino: I keep seeing financial advisors, big and small, making use of the same stale marketing content ... it drives me crazy.

Escaping the content bubble: How RIAs can break out of a PR slump
Being the messenger of old news is a bad strategy

Friday 3.29.13
Maria Marsala: Set yourself apart by not giving out your business cards like they're candy.

Top 10 ways financial advisers can 'market smarter' -- and enjoy it more in 2012
Developing a niche clientele will broaden, not narrow, your client base and can make your practice more profitable and pleasurable

Friday 12.30.11
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: 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
Les Abromovitz: Avoid statements that expressly state or imply that you and your firm are in a class by yourself.

Examiners may ask “Says who?” about your advertisements
RIAs may run afoul of the SEC by using superlatives like "unparalleled" and "unique"

Tuesday 6.21.11
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
Zack Miller: None of what the largest RIAs are doing online should provide a compliance hurdle. So, just ape them.

Five ways that big, savvy RIAs are winning clients online
It starts with web content and ends with reasonable expectations about compliance and LinkedIn

Thursday 5.19.11
The mere fact that clients give you their e-mail address should not be construed as consent to delivery of important documents.

How to avoid that fatal blow to client communication
Keep tweets, text messages and e-mails in their proper places

Monday 2.14.11
Ben Bernanke's popularity with advisors stays steady in turbulent markets

9 things worth knowing from Schwab's newest advisor study
Social media is not catching on with big advisors but alternative investments are

Wednesday 8.25.10
Charles Goldman: Off advisors' minds.

What do advisors care about? The new SEC that emerged in July, for one thing.
Plus, what a Smith Barney breakaway team is finding out about financial plans

Thursday 8.12.10
Pat Allen: From the bottom up and from the top down, wirehouses and broker-dealers are working toward enabling advisors to participate online.

What three highly wired financial advisors have to teach us about social media
Blogs may be the most influential -- and most forgotten -- form of social media

Wednesday 7.21.10
Kevin Nichols: LinkedIn is by far the social media connection of choice for affluent investors.

How to use LinkedIn to win more business in your niche
Four easy steps will help you get a list of prospects, but then there's a caveat

Wednesday 6.16.10
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
Les Abromovitz: When the SEC takes a stand on social media, it is likely to reach many of the same conclusions

FINRA guidance may help RIAs avoid social media blunders
Even employees' LinkedIn profiles ought to be supervised

Friday 2.26.10
Les Abromovitz: Is your web site updated for current economic conditions?

2010 to-do list for RIAs: Get out of the comfort zone, avoid SEC problems
Marketing and compliance resolutions that start with the Internet and end at the gym

Tuesday 1.12.10
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
Les Abromovitz: Younger advisors may not be in a position to change the firm's culture as it relates to marketing and advertising

High costs, low value explain meager social media use by financial advisors, experts say
New study shows that financial advisors mostly delete Twitter from practices

Friday 9.4.09
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