Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
July 15, 2010
Time for a Transition (XI): Blogging for BusinessIn recent months, I've been about building client loyalty and share of mind with prospective clients and clients of influence, or COIs. In the May...
July 08, 2010
Advisors Focus On Existing Clients, Not GrowthIt's a bad time for new business, evidently. A recent SEI survey found advisors spend more time with their existing clients than they do trying...
July 05, 2010
As Advisors Use Facebook and Twitter More, Compliance Concerns LoomSocial media have evolved to include marketing, branding, corporate communications of all kinds, and customer relations.
June 22, 2010
IPI Survey Finds Ultra Wealthy Quickly Adopt Online MediaUltra-wealthy investors have been quick to adopt technology, sometimes with unexpected consequences for the wealth management firms that advise them, the Institute for Private Investors (IPI) said in a statement on Monday, June 21.
June 15, 2010
MetLife Uses Benz Benefits ContentA unit of MetLife Inc. turned to a California firm to update the benefits enrollment section on its website.
June 10, 2010
Alternative Investment Professionals Embrace Social Media Tools, Study FindsAlternative investment professionals understand the power of social media and are embracing it as a communications, research and productivity tool in both the workplace and...
June 10, 2010
Mintel: Many Agents Use Social Media For SocializingOnly about half of the independent life agents who use social media sites say they use the sites for business.
June 10, 2010
Alternative Investment Professionals Embrace Social Media Tools, Study FindsAlternative investment professionals understand the power of social media and are embracing it as a communications, research and productivity tool, according to a new Horizon Cash Management survey released May 24.
June 09, 2010
Mintel: Many Agents Use Social Media For SocializingOnly about half of the independent life agents who use social media sites say they use the sites for business.
June 02, 2010
AXA Equitable Launches Social Media CampaignAXA Equitable Life Insurance Company will be using Twitter, Facebook and YouTube to get closer to consumers.