Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
February 17, 2016
Hedge fund manager puts profile on social media, lures $20 millionJoshua Young set up a profile on SumZero, a site that helps match fund managers with institutional investors, and landed a university endowment.
February 17, 2016
Hedge fund manager puts profile on social media, lures $20 millionJoshua Young set up a profile on SumZero, a site that helps match fund managers with institutional investors, and landed a university endowment.
February 11, 2016
11 tips for insurance agents on how to win business on SnapchatInsurance agents can use Snapchat to connect with clients and reach out to prospects.
February 11, 2016
11 tips for insurance agents on how to win business on SnapchatInsurance agents can use Snapchat to connect with clients and reach out to prospects.
February 10, 2016
The most innovative sales ideas of 2016: 21-30Do you think your prospect is amazing? Then you're on the right track to close that sale.
February 09, 2016
5 things the insurance industry can learn from Super Bowl 50 TV adsIf you're spending $5 million for a 30-second TV spot, you better get your sales strategy right.
February 03, 2016
5 Simple Steps to Create a Marketing Calendar for 2016The start of a new year is an ideal time for financial advisors to revamp their strategies and plan for the year.
February 03, 2016
Reputation fumbles: A tale of two quarterbacksHow much do perception and reputation impact whether you are given the benefit of the doubt?
January 20, 2016
Robo advice that’s a ‘Snap’Millennials are the primary users of Snapchat and this has been the oft-cited group of potential investors that are the most difficult for advisors to reach.
January 20, 2016
Robo advice that’s a ‘Snap’Millennials are the primary users of Snapchat and this has been the oft-cited group of potential investors that are the most difficult for advisors to reach.