Social Media | Financial Advisor Website Blog

Archive for the ‘Social Media’ Category

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Using Social Media for Financial Advisors to Attract More Clients

15 Jul 2010

Social media such as Twitter, Facebook and LinkedIn can be an excellent way for financial advisors to stay “top of mind” in front of current clients and prospective clients by sharing worthwhile information about financial topics.
Yet many people frequently ask about social media:
How could I possibly keep up with everyone I might connect to on [...]

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Add LinkedIn to Microsoft Outlook

In: Social Media

13 Jul 2010

Following last week’s video on how to start a conversation with LinkedIn Groups, I thought it could be interesting to share my personal favorite LinkedIn tips: how to link your Microsoft Outlook to the social networking site and browse your connections or add new contacts to your network. This tool is really powerful and will [...]

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Archive your social media history with Arkovi

In: Social Media

8 Jul 2010

I have just attended a personal online demonstration of Arkovi‘s latest platform. My first impression is that their technology has been built to help advisors archive and monitor everything that is happening on their Twitter, Facebook, LinkedIn, Blog and other social sites. This can prove really helpful for companies that need to provide a history [...]

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How does social media work with traditional marketing?

In: Social Media

7 Jul 2010

We often get asked the question about where Social Media fits within the broader spectrum of marketing strategy, and it is perhaps the most misunderstood ingredient in the marketing mix. We therefore made it our mission to develop a simple visual model shown below to demonstrate our thinking on this:

After much debate, we [...]

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Start a conversation with LinkedIn Groups

In: Social Media|Video

6 Jul 2010

Over the past couple of weeks we have been posting videos to help advisors understand and start using all the different features available on LinkedIn. Today, you will learn how to build new relationships quickly by joining industry or shared interest groups.
Some of the takeaways from this video are:

Share relevant content by starting a [...]

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Start sharing on LinkedIn

In: Social Media|Video

24 Jun 2010

We have been sharing LinkedIn how-to videos for the past two weeks and are truly impressed with the feedback received from our clients and readers. If you’ve followed the tips provided in last week’s video then you should have a 100% complete profile by now. If not you can view [...]

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Which Social Media Marketing Tips Work?

In: Marketing|Social Media

22 Jun 2010

Social media marketing in itself is quite a complex topic for online businesses. There are so many new ventures available in promoting your company through social media, so which ideas really work?

Be relevant. When you are offering promotions, realize that coupons may not be the best choice for the new generation. In fact, many members [...]

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Create a 100% complete LinkedIn profile

In: Social Media|Video

17 Jun 2010

Last week, we introduced a new series of LinkedIn how-to videos. Today’s video will show you how having your profile 100% complete can ensure people find you easily when googling your name.
See below for full video transcript:
A LinkedIn profile is the first step in controlling your identity online. What do people find when googling [...]

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Most effective marketing techniques for financial advisors

In: Marketing|Social Media

9 Jun 2010

Two months ago, we asked professionals of the financial services industry to go through a survey about marketing and advertising techniques. Over 600 advisors, financial planners and managers of financial/investment firms rated their most successful marketing tools, and shared their usage on social media.
We’ve broken down each question in a separate chart to provide as [...]

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Recommend and get recommended on LinkedIn

In: Social Media|Video

7 Jun 2010

Today we are proud to be launching a new series of LinkedIn how-to videos provided by LinkedIn. This week, we are looking at how you can recommend people and get recommended by your connections.
See below for full video transcript:
Recommendations are a quick way for people to get a sense of your strengths as a professional [...]