Social Media Adoption By RIAs and Broker/Dealers Hot

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Broker-dealers made the same mistakes 15 years ago in adopting registered representative websites. They approached it as a compliance- technology issue. The BDs struck deals with vendors with almost no regard for content. To this day, most financial advisor websites read like reference books.

 

RIAs meanwhile are also behaving as expected. A large majority of RIAs are making no serious effort at social marketing.  RIAs are always very slow to adopt new ideas. Most investment advisors know social media isn’t a fad but have other ideas about how to spend marketing dollars. Most IA reps laugh at the idea that anyone would give you $1 million to manage after meeting you on LinkedIn.

 

While this assessment of BD and RIA social media marketing is valid, this artticle plugs Advisor Products solutions and that's why it's posted on the Advisor Products Marketing & Technology Blog.   

 

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With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

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