Putting out content is the first part of the equation. Next up: Getting it shared.
“The first rule to getting your online audience to share your message is to ensure that your messages are valuable,” says Maggie Crowley, digital marketing coordinator of Advisor Websites. “As a financial professional, share your knowledge about a specific topic or offer templates or guides that will help your viewers solve a problem.”
Choose your content strategically, whether you’re offering free downloadable budgeting templates or daily investment insights.
“Content curation is a skill that requires the careful selection of information that will add value to an audience that is validated by their willingness to share it to their own networks,” says Victor Gaxiola, social media expert at Actiance.
To encourage your audience to share, make sure you enable sharing buttons and other social media tools right on your website. “[Make] it as easy as possible for users,” says Crowley. “Let your viewers share content from your blog or website by adding social share buttons.”
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New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans.
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Advisors cited better liquidity, lower expenses and higher tax efficiency as among the reasons they like ETFs, the market for which has topped $11 trillion.
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JPMorgan Chase's absorption of First Republic after the 2023 regional banking crisis has finally dealt its last blow to the giant custodian's asset flows.
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The findings suggest that "crises, behavioral biases and interpersonal conflicts are not fringe topics but core aspects of modern advising," the authors of a study say.
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The question ties into so many of the factors that distinguish large and small firms, various client niches and decisions about whether or not to hire staff.
October 15 -
Along with bringing in new households and assets, the Bank of America wealth management units are turning to loans, alternative assets and other offerings to do more with existing clients.
October 15