The most common tip we’ve heard from social media experts and power users -- by a wide margin -- was this: Use social media as a way to listen.
“Social starts with listening and ends with people,” says Blane Warrene, co-founder of the social media archiving firm Arkovi, now a part of RegEd. “It is about making connections and developing them into relationships.”
Who should you listen to? “Follow industry leaders, your firm, your clients and prospects,” says Joanna Belbey of Actiance. “Also follow people and organizations that you find personally interesting, that reflect your passions.”
Michael Kitces, an active social media user, blogger and partner at Pinnacle Advisory Group, says advisors should watch to see what other planners are doing on Twitter. He’s compiled a
Kitces, who wrote about this subject on his blog
Advisors should also follow journalists, says Marie Swift, a Financial Planning columnist and advisor communications expert. “Respond to their tweets and post your own meaningful, related content,” Swift says of journalists, peers, and industry thought leaders. “You may impress them enough that they’ll ask for an offline conversation.”
-
An industry recruiter says two big questions remain: Can Raymond James keep up its recruiting momentum after most Commonwealth advisors are settled? And how will LPL Financial respond?
May 29 -
Advisors overwhelmingly think they are adept at serving women investors, but fewer than 4 in 10 say they actually understand women's financial and retirement goals.
May 29 -
Head of Schwab Advisor Services Jonathan Beatty maintains there's more than enough wealth management business for everyone to share. But at least one critic says Schwab is clearly seeking a bigger piece of the pie.
May 29 -
Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.
May 29 -
Section 529 plans, or qualified tuition programs, offer tax-advantaged savings for educational expenses, but advisors say clients should also consider the accounts' limitations.
May 28 -
The rankings of the fastest-growing RIAs over the past 12 months, compiled by AdvizorPro, highlight key nuances of the channel's rapid expansion.
May 28










