The Advisor’s Guide to Social Media: Exploring the 5 Ws

Posted by Annmarie Babineau

February 2, 2016 at 10:00 AM

Social media spans industries, ages, and income levels. It has become an integral piece of any well-rounded marketing plan. Maybe you’d like to use social media to market your firm—or maybe you're currently using it but aren’t quite sure how to maximize its potential. Whatever the case may be, it’s important to have a social media strategy in place. But where do you start?

Read More

Topics: Social Media, Marketing

Secrets to Social Media Success for Financial Advisors

Posted by Betsy Leclair

April 29, 2015 at 1:30 PM

My team and I spend a lot of time discussing social media with Commonwealth advisors and how they can use it for business purposes, including connecting with existing clients and reaching out to new ones. But what many want to know is whether we know of any advisors who've had success in using these sites. I'm here to say, social media success for financial advisors does happen!

Read More

Topics: Social Media, Marketing

Online Marketing Best Practices: Tips, Tricks, and Hacks

Posted by Alicia Newton

April 28, 2015 at 10:00 AM

So, you've developed your marketing plan with its online and social media elements. Your website is up to date, reflects your brand, and clearly defines your target market. Now what?

Read More

Topics: Social Media, Marketing

The Role of Social Media in Next-Gen Marketing

Posted by Betsy Leclair

March 4, 2015 at 1:30 PM

Recently, my husband and I were invited for a night out. I immediately called our babysitter and left a voice mail. She got back to me quickly . . . via text. At first, I wasn't sure how to respond. Should I text her back? Did I really have a choice? After all, in a neighborhood full of kids, getting a good sitter isn't easy! It quickly became clear to me that to be successful, I'd have to get used to communicating in this new medium.

Read More

Topics: Social Media, Marketing

Do Financial Advisors Need Facebook?

Posted by Mike Howland

June 24, 2014 at 10:00 AM

The giant social media site was once touted as the ultimate marketing tool. Now, however, many in our industry question the value of this site—and whether or not financial advisors need Facebook for their businesses.

Read More

Topics: Social Media, Marketing

Commonwealth Business Review
5 Ways to Affiliate
The Independent Market Observer, Brad McMillan

Follow Us