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?”
To
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.
-
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.
September 11 -
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.
September 10










