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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Women now make up about 26% of financial advisors, but growth has stalled. Advisors say structural barriers are holding the industry back.
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The new state income tax is expected to make Washington munis, which are exempt, more attractive for high-earning residents.
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Tax planning is becoming a more popular holistic offering for financial advisors, but tax time can become hectic.
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Wealth management firm Americana Partners acquired NRT Consulting, a full-service financial consulting and accounting firm, on Tuesday.
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State and local tax burdens vary widely depending on how taxes are structured. A new WalletHub study provides a definitive ranking.
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