Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Clara Shih: Democratizing Financial Advice— The 2016 IA 25
By Emily ZulzA pioneer in the social media industry, Clara Shih developed the first social business application on Facebook as a side project in 2007.
April 15, 2016
10 ways to strike up a conversation with a prospectThe best conversation starters are thoughtful, specific and genuine.
April 07, 2016
Does your insurance agency website need a makeover? Avoid these mistakesHow can you differentiate yourself from other producers?
April 07, 2016
Does your insurance agency website need a makeover? Avoid these mistakesHow can you differentiate yourself from other producers?
March 28, 2016
The Importance of Listening, Looking, LearningIn your professional and personal life, how do you get started, build and maintain success?
March 25, 2016
Instagram is the new Twitter for insurance agentsIf you're wondering how you can use Instagram to generate leads, wonder no more.
March 22, 2016
9 Ways to Reach—and Retain—Digitally Savvy ClientsHere's a checklist on how you can use digital channels to market yourself to existing clients.
March 22, 2016
What advisors can learn from millennials' dislike of banksSocial media executives stress that advisors can build strong engagement online with clients and prospects.