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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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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