Don’t wait for journalists to come to you -- use social media to go to them.
“When journalists cover a breaking news item, they’re looking for someone who can provide them with credible information about the news event and a new perspective related to that event,” says Marie Swift, founder of advisor marketing firm Impact Communications.
“Many journalists now have their own Twitter feeds and, if attentive, you can see trending topics or possible story opportunities for which you could serve as a resource.”
Staying on top of Twitter, connecting the dots and finding opportunities to showcase your knowledge helps open more doors to potential clients.
“The ability to interpret the news event’s impact and future implications is a sought after commodity, but a fast intelligent response is required.” Swift says. “Responding 24 to 48 hours later means you missed the boat.”
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Compensation differences between wirehouses and regional firms become pronounced at the $2 million production level, with regionals rising to the top of the pay scale and wirehouses grouping together at the bottom.
April 17 -
A report from the industry tracking-firm DeVoe & Co. finds that 2026 is off to the strongest start for RIA acquisitions ever and broker-dealers like LPL are among the main purchasers.
April 16 -
While the megabank had previously announced an executive shakeup, it revealed that Pershing is part of a newly combined business line moving forward.
April 16 -
When it comes to compensation, firms really start to distinguish themselves at the $1 million production level. Janney has become one of the lower payers in recent years, while RBC and UBS have signaled a greater willingness to work with these advisors.
April 16 -
CEO Brian Moynihan said the firm recruited twice the number of advisors it did a year ago and is making progress fighting advisor attrition.
April 15 -
Behavioral finance expert Tim Maurer shares how planners can adjust their language and approach to help clients move toward their goals.
April 15






