Don’t wait for journalists to come to you -- use social media to go to them.
“When journalists cover a breaking news item, they’re looking for someone who can provide them with credible information about the news event and a new perspective related to that event,” says Marie Swift, founder of advisor marketing firm Impact Communications.
“Many journalists now have their own Twitter feeds and, if attentive, you can see trending topics or possible story opportunities for which you could serve as a resource.”
Staying on top of Twitter, connecting the dots and finding opportunities to showcase your knowledge helps open more doors to potential clients.
“The ability to interpret the news event’s impact and future implications is a sought after commodity, but a fast intelligent response is required.” Swift says. “Responding 24 to 48 hours later means you missed the boat.”
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New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors.
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Attorneys and other compliance experts say it's important that financial advisors greet any type of negative feedback with a thoughtful response — especially if it could turn into a legal matter.
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After right-wing activist Charlie Kirk was killed, some workers found out the hard way that personal social posts had professional consequences. Experts say the time for firms to strengthen policies is now.
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The Internal Revenue Service and the Treasury issued final regulations on the new Roth catch-up contribution rule from the SECURE 2.0 Act.
September 16 -
In an earlier than usual announcement, UBS said it will update its 2026 compensation grid for U.S. advisors, aiming to curb departures and encourage more work with high net worth clients.
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Older and younger Gen X clients have very different needs, goals and outlooks. Advisors who treat them as one group risk missing the mark.
September 16