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.”
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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.
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Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.
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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.
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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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