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Summary: Our clients don’t want to have to rely on you for everything—they want information to make educated choices. And the way to engage them and other prospective clients is through content development and social media, found a recent study.
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Summary: While I sat inside the famous Fountainebleau Hotel last week attending MarketCounsel 2015, the rain was coming down in sheets on Miami Beach. Fortunately, I was surrounded by power players from the independent advisor channel and there was a steady stream of decision makers and industry influencers parading across the stage in front of me.
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Summary: Sixty-seven percent of advisors see a direct or indirect link between social media activity and acquiring new business, while 30 percent do not see any connection, FPA says. Advisors want to deliver thought leadership via social media, according to a study released Tuesday entitled Communication Evolution: Financial Professionals and the Future of Thought Leadership and Social Media.
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Summary: LinkedIn, Twitter, Facebook and Instagram can be powerful business-generating tools for reaching out to new and existing clients alike, especially as using email blasts to send holiday greetings is a dinosaur method today. Navigating the wild sleigh ride that is social media can be a challenge, but you don’t have to do it unguided, as handy elves have put together the following list of holiday social media do’s and don’ts.
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Summary: That lack of racial diversity among financial advisers has a growing cost for the profession and the people it serves. Advisory firms that don't adapt may miss out.
