Blog posts don’t have to be just text -- and might be even better if you include multimedia.
“If writing is not your strong suit, consider video blogging or posting audio content instead,” says Marie Swift, founder of Impact Communications.
She points to Andy Millard, of North Carolina-based fee-only advisory firm Millard & Co. Millard posts his video clips on the
Why is video so important? “Video is the secret weapon for social marketing,” says Craig Faulkner, president of financial services marketing firm, Faulkner Media Group. “1.2 billion videos are viewed online every day, so harness the power of that trend.”
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Research from Cerulli Associates suggests that many RIAs have a long way to go with AI adoption while already finding possible ramifications for back-office staff.
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Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.
September 11 -
As advisors rush to build their own AI tools, experts warn that guardrails need to cover data going in, not just data going out.
September 11 -
A deal between XY Planning Network and Wealthtender illustrates how quickly the search landscape is changing and the new ways advisors must adapt to find prospects in an AI era.
September 10 -
A gathering for LGBTQ advisors and allies the day before LPL's flagship Focus conference drew executives, big-name sponsors and a standing-room crowd. So Marci Bair and other organizers are planning a standalone event next spring.
September 10 -
Today is National 401(k) Day, and a perfect moment to revisit retirement plans. Advisors can use these five strategies — from IRA rollovers to next-gen outreach — to help clients optimize their savings.
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