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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The deal between Edward Jones and Quicken is expected to appeal to next-generation clients as they begin accumulating wealth.
June 25 -
Many clients avoid consolidating their assets at a single firm because they don't want the hassle. Advisors say it's important when to know not only when they're most likely to want to move assets, but also what to say.
June 25 -
Speakers at the Association of African American Financial Advisors' growing event called for greater collaboration and many types of advocacy.
June 25 -
Financial advisors can avoid a conversation mismatch by focusing less on what they do, and more on what clients care about.
June 25 -
In sessions at last week's Morningstar conference, Dimensional Chairman David Booth, "Unreasonable Hospitality" author Will Guidara and behavioral finance experts shared tips on how financial advisors can provide valuable coaching to clients.
June 24 -
The head of client segments in Morgan Stanley's wealth division acknowledges AI could one day be the primary source of financial advice for mass affluent clients. Morgan Stanley advisors working with wealthier investors will have to up their games.
June 24








