Tips for Developing an Effective Social Media Presence

Posted by Sarah Howes

October 31, 2017 at 10:00 AM

Love it or hate it, social media is a great way to differentiate yourself and connect with clients and prospects. You no longer have to rely solely on phone calls and in-person meetings to connect. Now, you have the option of simply writing something that has the potential to make an impact on many people at once. Think of the possibilities!

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Topics: Social Media, Marketing

LinkedIn for Financial Advisors: Is a Premium Account for You?

Posted by Lori Yaverbaum

May 3, 2017 at 1:30 PM

As you're likely aware, there are numerous benefits of LinkedIn for financial advisors, including finding prospects and sharing content to help establish yourself as a thought leader in the industry. Most advisors I speak with have a "free" LinkedIn account but ask me if an upgrade to a premium account (e.g., Sales Navigator, Business Premium) is worth the investment. My response is that although I find LinkedIn to be an incredibly useful tool—and believe that a premium account can improve marketing efforts—it’s important to understand the benefits you’ll actually get with a premium account before you decide if an upgrade is something that might work for you.

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Topics: Social Media, Marketing

5 (More) Social Media Shortcuts for Financial Advisors

Posted by Alicia Newton

March 8, 2017 at 1:30 PM

With all of the responsibilities that come with running your own business, keeping up on social media can be a daunting task. Once you commit to building your online presence as part of your marketing strategy, however, you must be an active user in order to reap the benefits. But how can you possibly find the time to keep your momentum going, research fresh content to post, and engage with users?

To help you meet this challenge, in a previous post we compiled five social media shortcuts for financial advisors—but now we're back with even more! The simple tips discussed here will both save you time and boost your online presence in the most efficient way possible.

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Topics: Social Media, Marketing

Managing Social Media Profiles

Posted by Alicia Newton

December 14, 2016 at 1:30 PM

Twitter, Facebook, LinkedIn, and more—how many social media profiles do you have? Regardless of the number of social media accounts you’re managing, it can be a full-time job to keep active and engaged. Of course, this takes work, but there are steps that can help you save valuable time. With that in mind, I’ve compiled the following tips for managing social media profiles, starting with an introduction to some social media management tools.

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Topics: Social Media

Why You Should Be Active on Social Media

Posted by Lori Yaverbaum

September 13, 2016 at 10:00 AM

A 2015 survey reveals that 81 percent of financial advisors use social media for business purposes. When I first saw that stat, I thought, “It’s amazing that 81 percent of advisors use social media!” As I thought more about it, though, I started to question what use means.

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Topics: Social Media

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