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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.
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.
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.
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
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.
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.
Investor trust. We can rebuild it.
Social media will be essential, and instead of going full automation, pair investing technology with a professional.
Using LinkedIn to generate leads
Create a system for using the social media site to gain introductions to your target prospects
20 financial advisers to follow on Twitter
From deep analysis to humor, these advisers bring a personal touch to financial planning.
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
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
This week on social media with advisers
The White House and Department of Labor announced a push for fiduciary standards, the president gave adviser Sheryl Garrett a shout out and advisers responded to Morgan Stanley's leaked take on the Hunger Games.
Morgan Stanley's 'Hunger Games' parody whips financial Twitter into a frenzy
Morgan Stanley's parody of the “Hunger Games” film series, obtained exclusively by InvestmentNews, generated a ton of buzz across the financial world. Twitter was the source of some of the best reactions to the 10-minute attempt at humor from the wirehouse giant. We've pulled together a collection
Blogging tools to maximize an adviser's online voice
An increasing number of financial advisers are blogging to connect with new and existing clients.
Labor Department rankles advisers with quick video on fiduciary
Some agree with concept but argue that short treatment lumps everyone together and lacks nuance.