Social Media

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  1. Articles

    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

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    Twitter gets advisers in-the-know in real time

    Analysts used to have the biggest voice on a stock market movements, but now it's influencers with a large social-media following who carry weight.

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    Avoid the summer slowdown by using social media

    Make these your biggest months by staying connected with clients and actively look for opportunities to engage with new prospects.

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    Adviser: Clients won't know you exist without a strong digital presence

    Firms need a committed online strategy and must ensure the message matches the media.

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    Advisers: Quit talking to and about each other on social media

    Use it to offer information and build relationships with consumers who might become clients.

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    More than ever, advisers make a splash with social media

    Advisers are spreading their wings and tweeting, liking and sharing a lot more these days. Two separate surveys, one by Smarsh Inc., a compliance company, and another by Cogent Reports' Advisor Media Consumption, which collects data on financial advisers, both found that advisers are breaking down

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    Making the most of Facebook for your advisory practice

    Establishing your presence on the site is the first step in making the platform work for you.

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    A 3-phase approach to making social media work for you

    Diving into social media without the right strategy could do you more harm than good.

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    Investor trust. We can rebuild it.

    Social media will be essential, and instead of going full automation, pair investing technology with a professional.

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    Using LinkedIn to generate leads

    Create a system for using the social media site to gain introductions to your target prospects

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    20 financial advisers to follow on Twitter

    From deep analysis to humor, these advisers bring a personal touch to financial planning.

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    Top apps to boost your social media efforts

    These mobile tools can help busy advisers who are on the go stay current with their clients

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    Are you making a mountain out of joining social media?

    If there is one thing we encounter over and over at FMG Suite, it's a financial advisers' too-strong-for-reason resistance to trying out social media. Despite the following data from an Accenture study last year, about half of financial advisers are still not actively embracing social media. The