Social media offers an increasingly powerful way to communicate with clients and prospects, yet many advisors aren’t taking advantage.
Advisors need to use social media tools to effectively engage clients and prospects through that medium. “Set up a social media marketing program and stick to it,” says Craig Faulkner, chief executive officer of digital marketing firm FMG Suite.
“The two keys to successful social media marketing are content and consistency,” he says. Although
“Your clients and prospects will follow you if you offer them something of value on a consistent basis,” Faulkner says.
Work within the compliance parameters of your firm to determine how you will populate your site with great content. “Then make a schedule and stick to it,” says Faulkner.
Over time, advisors will slowly grow their online presence – a worthwhile investment for any firm in this wired world.
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The U.S. House bill aimed at protecting investors 65 or older or those who have a mental or physical impairment from fraud, has bipartisan support.
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Subscribers can stay up to date on key industry issues while earning one hour of continuing education credit toward maintaining professional certification.
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Financial therapy helps people analyze thoughts, feelings and limiting beliefs surrounding money. Therapists shared what they want advisors to know about approaching client relationships.
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Although low-cost ETFs remain the most common component of model portfolios built by BlackRock and other third parties, private credit, equity and other alternatives are gaining ground.
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Whether advisors choose individual stocks or not, the SEC's proposal to allow semiannual reporting rather than quarterly could impact clients' portfolios.
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The deal between Edward Jones and Quicken is expected to appeal to next-generation clients as they begin accumulating wealth.
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