Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
BDs Beware: Banning Facebook Is Bad Policy, Says Socialware's Chad Bockius—Weekend Interview
By Janet LevauxSocialware CEO says that prohibiting use of Facebook and Twitter might lead to FAs switching firms.
June 30, 2011
Create a social media policy for employeesAs an advisor, you have enough social media concerns to keep your head spinning, let alone having to worry about employees spending too much work time on social media sites or posting confidential information online.
June 30, 2011
Create a social media policy for employeesAs an advisor, you have enough social media concerns to keep your head spinning, let alone having to worry about employees spending too much work time on social media sites or posting confidential information online.
June 29, 2011
True grit: Do you have it?High-performing salespeople have "grit," made up of several important attributes that together create their drive. Do you have it?
June 29, 2011
LinkedFA Social Network for Advisors Launches Mobile SitelinkedFA, a social networking website for advisors that complies with industry regulations, has announced plans to launch a mobile app.
June 29, 2011
FINRA Prepares New Social Media Guidance for BDsFINRA plans to release to the SEC in a matter of weeks new guidance on social media usage by broker-dealers and their advisors.
June 27, 2011
7 signs you are a sales zombieI have encountered dozens of salespeople over the years who could be classified as zombies. Here are seven signs that you might be turning into a sales zombie.
June 25, 2011
Advisors: Create a simple brand presentationWithout spending any money, firms can create a simple brand presentation and place it where it can be found by prospects.