Updated Thursday, April 24, 2014 as of 7:45 AM ET

Why Planners Should Care About Pinterest

Caitlin Zucal
February 19, 2014

New “article” pins allow users to share more than just photos and advisors should pay attention.

Advisors: Tools to Optimize Your Time on Social

Caitlin Zucal
January 16, 2014

Without a steady stream of content to share on your social media platforms, the opportunity to connect and inspire your audience is gone. Here are some tools and tips to help you plan and share content without taking too much time out of your busy day.

Advisors: 5 Ways to Master LinkedIn

Lauren Boyman
December 19, 2013

If you have a strong profile, are comfortable with using the search function to send invitations and get referrals, you might be ready for the next challenge. Here are five tips to turbo-charge your use of LinkedIn.

Social Media Policies: Employee Challenges Pose Legal Risk

Ken Rashbaum
November 27, 2013

Challenges to social media protocols by employees fired for violating them are succeeding with increasing frequency.

Create a Better LinkedIn Profile: Add the Right Skills

Caitlin Zucal
November 18, 2013

Having a fully completed profile makes you visible, giving you the opportunity to leverage your network and engage with those who matter most to your professional development and business growth.

3 Ways to Boost Your Social Media Strategy

Craig Faulkner
November 11, 2013

Social media marketing is a key component in an effective inbound marketing strategy, but it’s important to capture the right “voice” on your social media sites.

Advisor Websites: Usability Lessons From Google

Maggie Crowley
October 23, 2013

A great website isn’t so great if no one uses it. On the other hand, if your site is easy to use, it can be your most powerful marketing tool – generating leads, prospects and new clients.

The Case for Integrating Wealth Management Technologies: Enhanced Productivity and Customized Advice

Saxon Sorrentino
August 21, 2012

The growing complexity of investing has created challenges for investors and financial advisors alike. Saxon Sorrentino of Fiserv says the best way to enhance productivity is to improve and integrate technology.

10 Steps to Twitter Success

TJ Gilsenan
December 20, 2011

TJ Gilsenan, the Web Savvy Advisor, says it's time for advisors (if they haven't already) to start tweeting. Here are some tips to help you and your firm start taking advantage of this powerful social media tool.

7 Key Components for Every Advisor’s Social Media Plan

TJ Gilsenan
October 26, 2011

Getting started in social media is a lot like getting started in investing. It pays to have a plan. And, much like investment planning, TJ Gilsenan, the Web Savvy Advisor, says social media planning involves assessing where you are now, determining where you want to go and establishing a plan to get there.

5 Steps to Create a More Effective Advisor Website

TJ Gilsenan
October 4, 2011

An advisor’s website is his or her most valuable piece of Internet real estate. TJ Gilsenan, the Web Savvy Advisor, explains not only why, but provides five important steps every advisor can take now to create and maintain a more effective website.

Social Media By the Numbers

TJ Gilsenan
September 20, 2011

We finally have some numbers to attach to all the discussion surrounding social media for financial advisors. The people at Nielsen (the same people who measure television audiences) recently released a report detailing social media use in the US. The report is rich with actual numbers and data. While you can read the report yourself, I thought it might be helpful to hit some of the highlights here.

What Can Video Do For Financial Advisors?

TJ Gilsenan
September 6, 2011

Video can make a big difference in the effectiveness of your website. Most websites, including financial advisor sites are about conveying information. The easier you make your content to process for your visitors, the more likely they are to stick around. Video is a great way to do this.

What Web-Savvy Advisors Are Doing Right Now

TJ Gilsenan
August 9, 2011

It's hard to argue that markets like this don’t take their toll on advisors and clients alike. Managing client expectations is challenging enough already, let alone in the midst of all this volatility. How much communication is enough? Does every client need a call? What’s the right way to stay in touch? Many advisors answer these questions with a mix of proactive outbound calls and responses to inbound calls.

Using Social Media for New Business Development - 5 Steps to Take Today

TJ Gilsenan
July 19, 2011

For a financial advisor, social media can be a powerful new business development tool. Managed right, social media can connect your business to an almost unending stream of new and interested prospects. But to enjoy that kind of success, you have to take an active approach.


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