Social Media For Financial Advisors | Financial Advisor Website Blog

Posts Tagged ‘Social media for financial advisors’

What to send to your social network and how often

10 Apr 2012

Typically, people receiving recent birth announcements or other exciting news on their Facebook page may be turned off by multiple updates or tweets about purchasing life insurance. As a financial advisor or insurance agent, your social media updates should focus on listening to the wants and needs of your audience, not overwhelming them. Consider the [...]

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Advantages of social media + LinkedIn Bonus Tip

In: LinkedIn Guide|Social Media

19 Mar 2012

Social media is everywhere and the buzz is getting louder. Companies both large and small advertise their Facebook and Twitter accounts as a way to attract customers with current, up to the minute updates. Businesses love this easy and inexpensive way to speak to their clients, and clients love having on demand information at their [...]

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What to do if you get negative feedback via a social media channel.

In: General

15 Feb 2012

Social media avenues, such as Facebook, Twitter and LinkedIn, provide a convenient and dynamic locale for discourse to occur. What people often forget, however, is that the people we are interacting with may not necessarily be thinking of rainbows and unicorns when writing about or to your organization. In fact, Twitter and Facebook profiles run [...]

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Social Media Integration and Your Website: A Symbiotic Relationship (Part 2 of 3)

In: Social Media

29 Dec 2011

A Symbiotic Relationship with Your Organization’s Website
Social media provides an excellent jumping point into an organization’s website. Conversely, it also provides visitors a personal view into your organization. For example, relevant content, promotions or blog posts can build rapport and establish your organization as a thought leader. Existing clients who are happy with your services [...]

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Social Media Integration and Your Website: A Symbiotic Relationship (Part 1 of 3)

In: Social Media

28 Dec 2011

Since the advent of Facebook, Twitter, and LinkedIn, social media has become a ubiquitous tool within the marketer’s arsenal of strategies to connect with potential clients. Providing an informal yet informative avenue to share knowledge, generate leads, and to connect with clients, social media integration, however, continues to remain low relative to other industries within [...]

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Friday Article Roundup (12-16-2011)

In: General

16 Dec 2011

Here’s a list of our favourite recent articles:

Federal Panel Urges Cellphone Ban for Drivers - “No call, no text, no update is worth a human life”
Are Digital Drivers the New Drunk Drivers? – Insightful article with some scary facts, expanding on the theme discussed in the above article. Get off those phones!!
Shunning Facebook, and Living to [...]

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Friday Article Roundup (12-09-2011)

In: General

9 Dec 2011

We’ve compiled a list of our favorite recent articles:

8 Small Business Social Media Tips from the Pros – These tips can be applied to any business, not just small businesses.
5 Reasons your business should be blogging – Another good article from social media examiner.
2013 Ford Mustang redefines “badge engineering” with logo projector – Not going to [...]

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FINRA Social Media Rules in 9 Slides

In: General

29 Nov 2011

SunGuard Data Systems, as commissioned by Securities Technology Monitor, have done a good job at summarizing FINRA’s regulations regarding social media practices (which can be seen here). We’ve summarized the slides in written form below – check them out to make sure you’re being compliant!

“Interactive” Content Does Not Need Prior Approval
Correspondence between representatives, advisers or [...]

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Friday Article Roundup (11-18-2011)

In: General

18 Nov 2011

We’ve compiled a list of our favorite recent articles:

Farewell to the Business Center – Business centers we we know them may be becoming a part of the past.
The Orabrush story: How a Utah man used YouTube to build a multi-million dollar business – Interesting read!
How Marketing Automation Can Accelerate Client Growth – Using technology to help [...]

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Video: Using Groups on LinkedIn

In: LinkedIn Guide|Social Media|Video

7 Nov 2011

In part 3 of his 5 part series, Bart tells us how you can use groups to target individuals within specific industries. Click to watch parts one and two.
Transcript:
The next thing i want to talk about is groups. I personally really like groups and i think they’re extremely powerful. What groups (…) allow (is) like [...]