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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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.
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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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