
Samantha Allen
Former digital managing editorSamantha Allen is a former digital managing editor of Financial Planning, On Wall Street and Bank Investment Consultant.

Samantha Allen is a former digital managing editor of Financial Planning, On Wall Street and Bank Investment Consultant.
Quality matters more than quantity when it comes to social media, says Blane Warrene, co-founder of the social media archiving firm Arkovi, now a part of RegEd. “Don’t grade yourself by number of followers, [but] by engagement,” he says.
Listening is a major part of social media use, but you also should work to engage your friends and followers.
People tend to ignore selfish social media users. Go out of your way to promote others. A little love goes a long way.
Social media, as the name suggests, is about being social and connecting with others. Being boring, dry or too formal won’t work.
Program managers and bank advisors may not agree on everything, but most likely they see eye-to-eye on one thing: the desire to increase an advisors production.
Why is branding so important and how can you build a stronger brand?
How often should you post? Is there ever enough? Advisors need to consider quality over quantity when it comes to social media.
What does it take to be a successful advisor? And how do you prove your worth to clients?
In an increasingly connected world, word spreads quickly, especially on social media platforms.
If your website or blog is the hub, then social media channels are the spokes that connect you to others.
To make your investment in social media worth it, know what you want to get out of it.
Blogging doesn’t just give you something to tweet, it can help make you an easy-to-find expert.
The most common tip we’ve heard from social media experts and power users -- by a wide margin -- was this: Use social media as a way to listen.
You don’t slack off when you meet clients or prospects in person, so don’t do it online. Invest the resources necessary to polish your profile.
Now that you’ve decided which social platform you want to try, you’d better check in with compliance before you start using it.
Large companies will get larger and smaller firms will be acquired, but consolidation and growth of large RIAs is not necessarily a bad thing.
When it comes to social media, advisors shouldn't try using every platform all at once. Instead, start with just one -- whether Facebook, LinkedIn, or Twitter.
Each firms succession plan and transition will be unique, but whether its an internal transition, merging and staying involved or selling and moving on, not enough advisors are planning for it.
In a highly regulated and competitive market, how do you stand out? Its about your brand, David Avrin, the Visibility Coach, told advisors at Fidelitys Inside Track conference in New York City on Thursday.
Why dont more professional athletes work with financial advisors? Fear and ego often stand in the way, says former NFL player Willie Williams. How do you think advisors can get athletes as clients and do a better job serving them?