Don’t get frustrated if your new social media activity hasn’t yet made you a Twitter celebrity.
Quality matters more than quantity when it comes to social media, says Blane Warrene, co-founder of the social media archiving firm Arkovi, now a part of RegEd. “Don’t grade yourself by number of followers, [but] by engagement,” Warrene says.
Rather than focus on the return on your investment, pay attention to your ability to influence others on social media, says Victor Gaxiola, social media expert at Actiance. “Are you contributing and adding value to the conversation? Are you changing minds and establishing yourself as a thought leader?”
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Eventually, you can focus on scaling your Twitter messages, says Matthew Halloran, founder of Top Advisor Coaching. To that end, forge as many connections as possible. “It is the law of large numbers, get your messages out to as many as you can,” says Halloran.
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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.
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