Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
How to Name (or Rename) Your Advisory Firm
By Jane Wollman RusoffAdvisors must strike a balance "between fitting in and standing out," brand strategist Rob Meyerson tells ThinkAdvisor.
April 26, 2023
CFP Wants to Help His 207,000 TikTok Fans Retire by 60When Nate Hoskin's followers become clients, "it's almost like they already know me," he tells ThinkAdvisor.
April 24, 2023
Finance Twitter Decides: Blue Check Mark or Not?Some financial experts cite security concerns as a reason to pay for a blue check mark.
April 10, 2023
6 Social Media Do's and Don'ts for Financial ProsThese tips will help you optimize your activity, build relationships and bring your brand to life.
March 20, 2023
CFP Board Launches New Awareness CampaignThe $12 million "It's Gotta Be a CFP" campaign targets financial decision makers aged 35 to 64.
February 28, 2023
FINRA Provides Update on 'Finfluencers' CrackdownNew guidance illustrates some "initial themes" from the ongoing targeted exam.
January 20, 2023
6 New Marketing Tips for Growing Financial AdvisorsEmphasize the complexity of financial advising without making people feel like they are being talked down to.
January 12, 2023
How to Walk the Social Media Tightrope: Doug WilberThe CEO of a digital communications firm talks about the balance between being authentic and remembering the firm brand.