In an increasingly connected world, word spreads quickly, especially on social media platforms.
“Perception is reality, and in social media, it’s amplified,” says Actiance social media expert Victor Gaxiola. “You don’t own your brand; your fans do. So it’s critical to listen closely to their perceptions and comments to ensure that what they think you are is close to what you want to be.”
Your brand is in the hands of those who use it and evangelize it; your job is to feed it, Gaxiola says.
When looking at your own digital presence, try to understand what your audience sees, says Michael Kitces, an advisor, blogger and major social media user. Check out more on this topic on his blog,
Type your name into Google to see what, if anything comes up about you or your firm, he says. “Then check back again after three months of using social media, and see if there’s an improvement.”
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In his new role at Wells Fargo, Andre Mansour is harnessing his Google experience to bring efficient, meaningful systems that assist both advisors and clients.
June 19 -
Median sale prices for RIAs have long been ticking upward. But some valuation experts argue that impending retirements could lead to an oversupply of firms on the market — and lower price tags.
June 18 -
Financial advisors and their clients must prepare for the possibilities of a stock downturn, unexpected early retirement, long-term care and inflation, experts say.
June 18 -
Raising firm fees — whether under a flat-fee or AUM model — is essential to maintaining a profitable RIA. Wealth advisors shared how they were able to increase prices and revenue with little client turnover.
June 18 -
With the clock ticking toward the Social Security fund's projected insolvency, advisors might take different approaches depending on clients' ages and levels of wealth.
June 17 -
Portfolio managers from Fidelity, Columbia Threadneedle and JPMorgan said the case for dividend investing remains strong, even if it receives less emphasis than other strategies these days.
June 17











