Banco Popular de Puerto Rico

Getting started in social media is a lot like getting started in investing. It pays to have a plan. And, much like investment planning, TJ Gilsenan, the Web Savvy Advisor, says social media planning involves assessing where you are now, determining where you want to go, and establishing a plan to get there. If you are like most advisors, you’re probably just getting started. For you less is more. When it comes to your social media plan, start with the big picture. Focus on broad subject matter areas first, then zero in on the details. Here are seven broad components to include in your social media plan:

Wells Fargo’s Rich Lowrie helped craft the tax proposal that’s driving political debate. Here’s a closer look at the financial planner and the rationale behind GOP presidential hopeful Herman Cain’s 9-9-9 tax proposal.

What is the difference between elite practices and other firms? One hint: Seminars are not what they used to be. Cetera Financial Group found out that it’s really more about a firm’s overall approach to marketing. The El Segundo, Calif.-based broker-dealer recently partnered with The Oechsli Institute to survey 352 financial professionals, including elites, in the report “Marketing Tactics of Elite Advisors”. Here are seven marketing tips that will boost your firm’s profile and assets under management.

In our second annual Influencer Awards, Financial Planning honors six advisors whose innovative ideas and wide-reaching work are forging new paths for the planning industry. When the editors of Financial Planning sat down to decide which nominees deserved to win in each category in the magazine's second annual Influencer Awards, we found we had far too many worthy contenders. That was only natural: The financial planning community has consistently turned out smart individuals who strive to bring their best to clients and the profession as a whole. Here’s a look at this year’s honorees: