Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
How Facebook's recent changes will benefit your business
By Amy McIlwainIn addition to the major Facebook profile and Facebook pages updates that occurred in the past month, Facebook has tacked on a few more changes that you and your organization should know.
March 21, 2011
Advisors: Were the 'good old days' really that good?Ever wish you could go back in time to a time when selling was easier and less complicated? I certainly won't deny that selling used to be easier. However, this doesn't always mean that the changes are negative.
March 21, 2011
Advisors: Were the 'good old days' really that good?Ever wish you could go back in time to a time when selling was easier and less complicated? I certainly won't deny that selling used to be easier. However, this doesn't always mean that the changes are negative.
March 18, 2011
Protecting Wealthy Clients From Acts of God and Man: SlideshowThe options advisors have with insurance coverage and other planning strategies to protect clients’ lives, homes and fortunes when disasters occur.
March 18, 2011
Protecting Wealthy Clients From Acts of God, Acts of Men: SlideshowThe options advisors have with insurance coverage and other planning strategies to protect clients’ lives, homes and fortunes when disasters occur.
March 16, 2011
SagePoint Financial’s Jeff Auld on Crisis Management, BD Recruiting and Social Media MarketingHe’s learned from AIG’s troubled past, and is looking forward to the SagePoint’s future.
March 11, 2011
Advisor reminder: The fortune's in the follow upYour mother was right: Writing a thank you note can, indeed, make your sales business. When clients ask if they should send a note, make a call, or send an e-mail as a thank you for a referral, I say yes. You can never thank someone enough.
March 11, 2011
Advisor reminder: The fortune's in the follow upYour mother was right: Writing a thank you note can, indeed, make your sales business. When clients ask if they should send a note, make a call, or send an e-mail as a thank you for a referral, I say yes. You can never thank someone enough.