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.”
-
Brokerages are too dependent on the billions they make every year from clients' uninvested cash, industry analysts say. LPL is responding with a long-term review of its pricing.
August 4 -
Two presentations at The American College of Financial Services' CAAFP discussed how successful careers in the industry require both technical and emotional skills.
August 4 -
One advisor calls the expected transfer a mirage; others say it may simply unfold more slowly and require more intentional planning.
August 4 -
RIA owners may feel a "moral dilemma" when considering selling their firms to private equity-backed acquirers. But that didn't prevent PE involvement from reaching a record high in M&A deals in the second quarter.
August 3 -
Trust protectors can help protect against irresponsible trustees and other dicey situations that could put grantors' wishes at risk, estate lawyers say.
August 3 -
In a webinar last week, Humanity Labs CEO Andrei Pop discussed "the transformative power" he said Mariner's new AI workforce will bring to the firm.
August 3










