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
-
Despite common assumptions, child-free clients have plenty of planning complexity. Advisors shared their approach to planning for this demographic, from encouraging "no-kid dividends" to building care teams early.
October 2 -
A proposal is meant to ensure advisors can trade client assets on a discretionary basis without triggering onerous custody requirements, while also giving them a self-custody option for crypto.
October 2 -
Thirty-seven percent of those making more than $500,000 live paycheck to paycheck, Goldman Sachs found, making this a problem for more than just lower-income workers.
October 2 -
The second-largest asset custodian tilts its policies toward larger firms as commission-free trading continues to eat into its business safeguarding client assets.
October 1 -
Advisory practice sellers frequently wish they had taken more time for important strategic tasks before the deal, David Grau of Succession Resource Group says. He provided a list explaining why the timeline will take longer than many sellers may think.
October 1 -
Discussions about what David Solomon's longtime heir apparent might do as CEO surfaced following news reports that Waldron could take over as soon as next year.
October 1











