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.”
-
Women now make up about 26% of financial advisors, but growth has stalled. Advisors say structural barriers are holding the industry back.
March 27 -
A recent downturn has highlighted the external factors weighing on the price, but experts say the fundamentals haven't changed.
March 27 -
The new state income tax is expected to make Washington munis, which are exempt, more attractive for high-earning residents.
March 27 -
Tax planning is becoming a more popular holistic offering for financial advisors, but tax time can become hectic.
March 26 -
Wealth management firm Americana Partners acquired NRT Consulting, a full-service financial consulting and accounting firm, on Tuesday.
March 26 -
State and local tax burdens vary widely depending on how taxes are structured. A new WalletHub study provides a definitive ranking.
March 26










