Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Social media update: Why your fans stopped following you
By Amy McIlwainAccording to ExactTarget, 41 percent of users who have un-followed a brand on Twitter did so because of too much push marketing. Similarly, 43 percent of Facebook users who have "unliked" a brand or fan page do so for the same reasons.
May 06, 2011
Influence prospects using social mediaYou are familiar with the old sales adage "people buy from people they know."
May 03, 2011
Client surveys: Increase loyalty, get feedbackNo one would argue that strong client relationships are the key to your success as an advisor. But how can you know if your clients are satisfied and happy? How are you able to gain feedback from them about your services?
May 03, 2011
Client surveys: Increase loyalty, get feedbackNo one would argue that strong client relationships are the key to your success as an advisor. But how can you know if your clients are satisfied and happy? How are you able to gain feedback from them about your services?
May 03, 2011
RJFS Conference: Raymond James Lowering Fees, Pushing Social Media & iPadsIn his keynote speech, Dick Averitt pointed out that the independent arm of Raymond James had lowered and eliminated some fees, dropped certain trading limits and was enhancing its social-media and IT policies.
May 01, 2011
Advisors: Use personal messaging to increase connectionsYou wouldn't approach a prospective connection in person as informally as you do online, would you? If you were meeting prospective clients at a networking happy hour, you wouldn't approach them with an automated greeting, would you?
May 01, 2011
Marketing 101: Answers to 10 Common QuestionsFor many independent advisors, getting started with marketing can be intimidating.
April 30, 2011
3 easy ways to jump-start your advisor businessWe all know that business development is a process whereby you plant seeds and nurture them and, at some point, you will start to see something blossom and see an ROI on your business development efforts.