Many companies today are just starting to get a grasp on content marketing. They’re reading about it, testing it out, and trying to figure out what it is and how to do it. While content marketing is a complex operation that requires many different resources such as SEOs, graphic designers and creative teams, social media marketers need to understand how they fit into the workflow.[…] Continue Reading »
Social media has become a necessity for financial advisers to stay “top of mind” with clients and prospects, but they need to be able to “put the time and dedication into it” in order to make their efforts successful, said Amy McIlwain, president of Financial Social Media.
LinkedIn is a popular choice for financial-services firms because its users are there for business purposes, making it the “trade show” of social media platforms, McIlwain said Saturday during NAIFA’s Career Conference and Annual Meeting in San Diego.[…] Continue Reading »
With the online marketing revolution that’s taking place in the professional services industries, social media can’t be ignored. It’s a means to build business relationships, increase firm reputation and visibility, and generate referrals. And while many firms recognize its importance, they’re still struggling with reaping social media’s full benefits. If this rings true for your firm, take a look at our five steps to develop a social media strategy that aligns with your other marketing efforts.[…] Continue Reading »
Millennials, those born in the 1980s and 1990s, are a key demographic for wealth managers because of the generation’s size. But they also present a challenge for advisers. Millennials are leery of investing after experiencing the Great Recession and are more focused on reducing debt and increasing savings than their parents. Courting this generation was the topic of “What do Millennial investors want from their financial services firms?” panel moderated by Steven M.[…] Continue Reading »