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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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.
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