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Posts Tagged ‘Social media for financial advisors’

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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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

Video: Contacts – LinkedIn’s Most Powerful Feature

In: General|LinkedIn Guide|Social Media

4 Nov 2011

Bart continues his LinkedIn advice series. In Part 2, he discusses LinkedIn’s contact list, and why he thinks its the most powerful tool LinkedIn has to offer.
To see part 1 again, click here.
Transcript:
Let’s talk about contacts. Contacts is where this whole concept of I know a guy who knows a guy becomes evident and I [...]

Friday Article Roundup (11-04-2011)

In: General|Social Media

4 Nov 2011

We’ve compiled a list of our favorite recent articles from this past week:

Anonymous no more – New facial recognition software will make it increasingly difficult for offenders to hide from the law.
7 Key Components for Every Advisor’s Social Media Plan – Where do you want to go with your social media strategy? This guide will [...]

The FPA Gets Social

In: General

26 Oct 2011

The FPA recently launched their new social website, FPA Connect. Providing members an avenue to discuss, learn and share, the FPA hopes that this new site will help the national organization foster a greater sense of community. Resources such as libraries, tutorials and blogs will allow users to access knowledge bases, and an Upcoming Events [...]


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