Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
LinkedIn yields next-gen wealth transfer clients
By Janet LevauxAdvisors are using LinkedIn to reach younger wealth-management clients, says the National Bank of Canada and Hootsuite.
December 04, 2014
Social media is more than FacebookHow to sell insurance without looking like the cheesy, pushy insurance agent everyone rolls their eyes at? Find out!
December 02, 2014
Advisors: Claim your Google+ pageIf youre unfamiliar with Google+, nows a great time to get acquainted. In fact, you may already be on this useful site.
December 02, 2014
LinkedIn Yields Next-Gen Wealth Transfer ClientsAdvisors are using LinkedIn to successfully reach younger wealth-management clients, says the National Bank of Canada and Hootsuite.
November 26, 2014
What Makes Social Media Users Donate to Charity?"Trust the messenger, not the medium" appears to be the motto of charitably inclined social media users, according to the American Red Cross.
November 25, 2014
How to communicate compliantly with social mediaAdvisors have many questions about social media, how its regulated and whether they even need it.
November 21, 2014
10 questions for email successReady to pull the trigger on your email marketing campaign? Stop and ask yourself these questions first.
November 18, 2014
Social media in insurance: Unleashing its potentialCarriers have a tremendous opportunity to capitalize on the word of mouth that is increasingly occurring within social media.