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Articles tagged "social media"


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Abby Salemeh: There is a 35% increase in click-through rates for websites and bloggers who have a professional headshot on their sites.

The one act of image-ination RIA's must undertake before debuting on social media

When clients Google you, there had better be a photo of you -- and there's a way to think about what represents a good one

February 14, 2014 at 6:45 AM

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

March 29, 2013 at 7:11 PM

Les Abromovitz: "Social plug-ins,” such as the “like” feature, might be viewed by examiners as a testimonial.

Think about compliance before sending or posting those articles you read

A new SEC alert gives updated guidance regarding the pitfalls of using social media

January 23, 2012 at 4:40 PM

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

December 30, 2011 at 3:38 AM

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

September 14, 2011 at 5:51 AM

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.

August 12, 2011 at 5:11 AM

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

July 19, 2011 at 2:15 PM

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"

June 21, 2011 at 2:23 PM

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

May 25, 2011 at 1:50 PM

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

May 19, 2011 at 2:30 PM

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

February 14, 2011 at 3:03 PM

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

August 25, 2010 at 12:50 PM

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

August 12, 2010 at 3:50 AM

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

July 21, 2010 at 2:51 AM

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

June 16, 2010 at 4:13 AM

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