Lori Yaverbaum

Lori Yaverbaum is the vice president of user experience at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With more than a decade under her belt at the firm, Lori oversees all aspects of the layout and navigation for our web-based products and services to help ensure the best possible user experience. She also works with advisors on social media implementation and recommends best practices. In addition to a BS from Lehigh University and an MBA from Boston University, Lori holds an MS in human factors in information design from Bentley University and is a certified usability analyst through Human Factors International.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

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Recent Posts

Social Media Marketing for Financial Advisors: Time Commitment Myths

Joining and Creating LinkedIn Groups: A How-To for Financial Advisors

Business Networking: How to Join LinkedIn's 500+ Club

Social Media for Financial Advisors: A Step-by-Step Guide to Getting Started, Part 2

Social Media for Financial Advisors: A Step-by-Step Guide to Getting Started, Part 1

Social Media Marketing for Financial Advisors: Time Commitment Myths

Posted by Lori Yaverbaum

April 2, 2014 at 1:30 PM

Social media marketing for financial advisors can significantly build success. Yet, many advisors often ask me—begrudgingly—how much time they'll "have to" put into social media.

This always reminds me of an article I read on Financial-Planning.com, "Advisors Still Wary of Social Media Payoff." One quote really stuck with me: "Most advisors had expectations of a miracle early on."

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Topics: Social Media, Marketing

Joining and Creating LinkedIn Groups: A How-To for Financial Advisors

Posted by Lori Yaverbaum

March 12, 2014 at 1:30 PM

LinkedIn groups are basically online forums for people who use LinkedIn. They are a great way to learn from and network with people with whom you otherwise would not have any direct access. The first step in realizing the benefits of these groups is to join a few.

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Topics: Social Media, Marketing

Business Networking: How to Join LinkedIn's 500+ Club

Posted by Lori Yaverbaum

March 11, 2014 at 10:00 AM

Financial advisors who are interested in business networking or finding prospects online should focus their social media efforts on LinkedIn. The site was created specifically for business purposes: corporate recruiting, professional networking, and, more recently, news. LinkedIn tends to attract a slightly older, more professionally oriented demographic than Facebook and Twitter—making it particularly appropriate for the financial advisor community. To make your use of LinkedIn as effective as possible, we suggest aspiring to join the 500+ Club.

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Topics: Social Media, Marketing

Social Media for Financial Advisors: A Step-by-Step Guide to Getting Started, Part 2

Posted by Lori Yaverbaum

March 5, 2014 at 1:30 PM

In Part 1 of this post, we focused on defining objectives for getting started with social media for financial advisors. These included creating awareness and/or building your brand and enhancing existing relationships. Then, we walked you through how to set up your LinkedIn profile. Once you're comfortablewith LinkedIn, it's time to add Facebook and Twitter to the mix.

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Topics: Social Media, Marketing

Social Media for Financial Advisors: A Step-by-Step Guide to Getting Started, Part 1

Posted by Lori Yaverbaum

March 4, 2014 at 10:00 AM

As a financial advisor and small business owner, you are probably interested in getting started with social media (if you don't use it already). But you might not know where to start or what exactly you need to do, and, for sure, you probably think you don't have enough time for it. You're not the only business owner who feels that way. The good news is that, when it comes to social media for financial advisors, there are some very simple steps to get up and running so that it doesn't feel overwhelming.

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Topics: Social Media, Marketing

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