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An observation about the comments from advisors who attended Fritz Meyer’s November economic update: A number of the commenters were pretty harsh, but Fritz nonethless scored an incrediblly high ...
Wednesday, November 13, 2013
2. An Open Letter To SEC Chair Mary Jo White: Please Modernize The RIA Testimonial Rule So That Consumers Could Rely On The Web To Connect Them With The Best Advisors
(Matching tags: content marketing,client feedback,regulation,investment advisors,registered investment advisors,client communications,sec,Social Media)
... approaching a testimonial in their advertising. I know you're pretty busy but please read through what I am saying because I have a good point.   The current rules on social media use by RIAs ...
Saturday, November 09, 2013
3. A Comprehensive Content Marketing System For Advisors
(Matching tags: client education,client communications,marketing,Social Media)
... to report, I think we’ve got social media marketing nailed. Here below is a detailed explanation of what we’re doing along with some context, tracing how we went from here to there in the ...
Monday, August 19, 2013
An academic study reported finds that people are more likely to “like” something that has been liked by others. Apart from the debunking the notion that crowdsourcing possesses special wisdom, ...
Saturday, August 10, 2013
... the financial crisis because of their use of technology ans social media.     “When it comes to managing your money, who do you trust,” says an anchorman introducing the segment. ...
Thursday, June 13, 2013
6. Wall Street Journal Plans To Launch A Social Network For WSJ And Barron’s Readers
(Matching tags: client communications,competitors,Social Media)
News Corporation, the parent company of the Wall Street Journal, is poised to launch a new social network that is targeted at readers of WSJ and Barron’s.   For advisors, such a social ...
Friday, May 31, 2013
If you've complained about your boss or job on Twitter, watch out for a warning from this new app called. Or, if you suspect an employee has said something bad on social media about working at your firm, ...
Wednesday, March 27, 2013
Personal finance guru Suze Orman is taken to task for not being as smart and sincere as she proclaims by a site I never heard of, NerdWallet, which seems to be providing consumers with intelligent information. ...
Thursday, March 07, 2013
9. Facebook News Feed Draws More Criticism
(Matching tags: marketing,Social Media)
After The New York Times reported that Facebook's news feed for users seemed to be favoring sponsored posts at the expense of content shared for free, Times reporter NIck Biltion says he received dozens ...
Tuesday, March 05, 2013
Two separate stories published this past weekend about different problems with Facebook indicate that the Inernet juggernaut is losing its appeal with teens and credibility with its users, and a third ...
Monday, March 04, 2013
11. Cogent Study Shows 70% Of Wealthy Investors Act On What They Read On Social Media Sites
(Matching tags: Advisor businesses,investor behavior,Social Media)
If you think social media is not impacting your business, consider this: 70% of investors have either changed their relationship with an investment provide or changed their allocations because of something ...
Monday, February 25, 2013
The focus of Silicon Valley these days is on online gambling. Developers are turning casual games like FarmVille into opportunities for adults to wager bets.   Most of the focus is overseas ...
Monday, February 18, 2013
LinkedIn just announced that it topped 200 million members worldwide—nothing like the 1-billion-plus members on Facebook, but nonetheless impressive. The company also announced a 66% jump in 4Q2012 ...
Thursday, February 07, 2013
  Success with social media is just like success with anything else. You need to have a strategic plan.   Many advisors get tripped up not knowing what to share over social media. They ...
Thursday, February 07, 2013
15. Social Media Is Like Any Other Marketing Tool But With A Generational Twist
(Matching tags: Advisor businesses,marketing,Social Media)
Social media has been touted as a game changer for advisor businesses but many are beginning to question the value of time spent networking on social media sites.   It’s true that some advisors ...
Wednesday, January 30, 2013
... and other social networks.   The paper noted that those with larger numbers of connections tended to have better self-esteem, mainly because they care about the opinions of their connections. ...
Monday, January 21, 2013
17. How RIAs Can Use A Quarterly Market Summary For Lead Generation On The Web
(Matching tags: website optimization,SEO,prospects,niche,marketing,niche management,Social Media)
For advisors using article marketing, social media, and Search Engine Optimization (SEO), a call to action is crucial. You need calls to action valued by your target market.   A call to action ...
Monday, January 07, 2013
18. The Most Important Financial Advisor Story Of 2012
(Matching tags: practice management,Financial Planning Apps,advisor industry people,Social Media)
The most important story of the year on Advisors4Advisors in 2012 was—drum roll, please…. “I've Seen The Future Of Professional Wealth Management Software And Its Name Is inStream Solutions.” ...
Friday, December 28, 2012
There are now more than 200 milllion monthly active twitter users, Twitter says in a tweet. 
Tuesday, December 18, 2012
20. Twitter Has Started Rolling Out The Option To Download All Your Tweets
(Matching tags: Social Media,RIA compliance,compliance)
In a move that could put an end to the growing number Twitter archive apps, Twitter is reportedly beginning to roll out its own app for downloading a history of all your tweets in a compressed file.
Monday, December 17, 2012
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