July 21, 2014
Answering these four questions will help you develop a solid strategy so you can confidently engage prospective and current clients on social media.
February 19, 2014
New “article” pins allow users to share more than just photos and advisors should pay attention.
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.
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.
November 27, 2013
Challenges to social media protocols by employees fired for violating them are succeeding with increasing frequency.
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.
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.
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.
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.
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.
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.
October 4, 2011
An advisors 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.
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.
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.
August 9, 2011
It's hard to argue that markets like this dont 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? Whats the right way to stay in touch? Many advisors answer these questions with a mix of proactive outbound calls and responses to inbound calls.