Social Media

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    Dealing with difficult people online

    Take these steps to maintain your integrity in a social media environment that can get heated

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    Advisers who up the ante with tech have bigger books of business

    Advisers who up the ante with tech have bigger books of business Those who embrace change and use online tools engage more with clients Oct 29, 2015 @ 7:00 am By Alessandra Malito + Zoom Advisers who take advantage of technology tools — anything from video conferencing software to all the features

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    Periscope the next frontier in social media for advisers?

    Periscope the next frontier in social media for advisers? The real-time video platform gives clients another way to get acquainted Oct 28, 2015 @ 12:01 am By Alessandra Malito + Zoom As more advisers start diving head first into the waters of social media, there's a new opportunity not too far off

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    Youtube is hot spot for educational videos

    Youtube is hot spot for educational videos Advisers should consider posting to the popular web site Oct 27, 2015 @ 12:15 pm + Zoom Joe Bert, founder of Certified Financial Group, in a video he posted on Youtube. Turns out Youtube is more than just a website for music videos and cat clips — viewers

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    Tips for how advisers can stay on top of social media

    Social media has transformed the way we do business, and the way clients and prospects find and engage with their advisers.

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    Five steps to becoming a thought leader on LinkedIn

    The social media site's publishing platform offers advisers the opportunity to sharpen their marketing chops, and connect with clients and prospects in a new way.

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    When it comes to Twitter, keep messages short and to the point

    Talk of adding more characters to tweets is nice, but advisers should be wary.

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    10 #FinCon15 notables for advisers to follow on Twitter

    The fifth annual conference for personal finance bloggers included a new adviser track. Here are the highlights.

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    More advisers are gaining new clients through social media

    Those who master Facebook, LinkedIn and Twitter and post content consistently can gain an advantage in the quest to impress prospects.

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    How independent broker-dealers are utilizing technology today

    The InvestmentNews Independent Broker-Dealer Technology Survey was conducted in August. 42 IBDs participated. Below is a snapshot of the technological spending and usage in the IBD channel. Visit for complete profiles and financials of individual firms.

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    Why financial advisers shouldn't ignore millennials

    They're young, they're sharp and they present a huge opportunity for advisers.

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    Now is the time to evolve your firm's technology

    To remain competitive in the years ahead, advisers shouldn't be playing catch-up to disruptors.

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    Uber versus yellow cabs: A fight advisers should watch

    This loud battle provides some important lessons for financial advisers who want to avoid going the way of the cab driver.

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    Revamp and refresh your online presence

    As summer comes to an end, take some time to revisit web strategies and see if they need an upgrade.

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    Advisers should embrace the digital age and its impact on financial advice

    HitchBOT, the digital hitchhiking robot, met a sad end last week. While he was more experiment than trend, he serves as a representation of people's hesitance to trust robots to have our best interests in mind. This ambivalence toward robots extends to the wealth management community, where