Updated Wednesday, November 26, 2014 as of 4:59 AM ET
Are Your Social Media Efforts Paying Dividends?
"You are the captain of your social media and marketing campaign," advisor Lynn Ballou told attendees at the Women Advisors Forum. Here are nine quick tips on how to make the most of your efforts.
More in Marketing
Financial advisors say they want more help developing better practices. Asset management firms are answering the call. more »
The likelihood that a powerful tech innovator such as Google will enter the asset management space and upend the market has increasingly become a matter of concern and speculation within the financial industry. more »
Alex Vicencio, a financial advisor at Wells Fargo, says that building a business one client at a time was the biggest challenge he faced as an advisor in his 20s. more »
Financial advisors share their best social media practices. Which ones are you using? more »
Want to connect with millennial clients? Here's how – and why. more »
When hosting a client event, a strategic seating chart can place prospects next to your biggest fans. more »
A growing number of advisors are using coaching services to help realize their dreams of becoming authors. more »
Less than 1% of young people say they want financial services providers to contact them through social media, according to new research by BNY Mellon. more »
In trying to find new young clients, many advisors are turning to online platforms. But that is not the only track to success. more »
Wealth management firms are positioning themselves to meet rising demand from millennial investors who want to better align their investments with their values. more »
HomeTrust Bank faced a legal challenge from HomeTown Bank after it entered southwestern Virginia. The now-resolved dispute serves as a reminder that banks must be aware of branding challenges when they enter new markets. more »
After listening to advisors pitch their businesses, a panel of investors explained what works. Advisor and consultant Ron Carson shares the most important takeaways. more »
The Canadian bank's viral YouTube clip comes as the industry struggles to use social media effectively. more »
The November Issue is now online!


TWITTER
FACEBOOK
LINKEDIN
Already a subscriber? Log in here