If your website or blog is the hub, then social media channels are the spokes that connect you to others. “Build a ‘decentralized’ online presence that is professional, consistent, and comprehensive,” says Stephanie Sammons, founder of WiredAdvisor.
Your “digital asset portfolio” should include the following, Sammons says: your website, blog, targeted landing pages for lead capture, LinkedIn personal and company profiles, Twitter, a Facebook business page profile and an email marketing solution.
“This will help you spread your wings and build authority across the social web” -- an important factor in an increasingly digital world, Sammons says.
“People who find you on social media will probably check out what your firm has to offer online, through your website, long before they ever meet you or see your office in person, ” says Michael Kitces, an active social media user, blogger and a partner at Pinnacle Advisory Group.
“Make sure your firm’s website -- your ‘virtual lobby’ -- makes a
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Brokerages are too dependent on the billions they make every year from clients' uninvested cash, industry analysts say. LPL is responding with a long-term review of its pricing.
August 4 -
Two presentations at The American College of Financial Services' CAAFP discussed how successful careers in the industry require both technical and emotional skills.
August 4 -
One advisor calls the expected transfer a mirage; others say it may simply unfold more slowly and require more intentional planning.
August 4 -
RIA owners may feel a "moral dilemma" when considering selling their firms to private equity-backed acquirers. But that didn't prevent PE involvement from reaching a record high in M&A deals in the second quarter.
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Trust protectors can help protect against irresponsible trustees and other dicey situations that could put grantors' wishes at risk, estate lawyers say.
August 3 -
In a webinar last week, Humanity Labs CEO Andrei Pop discussed "the transformative power" he said Mariner's new AI workforce will bring to the firm.
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