There are financial advisers who use social media and there are financial advisers who use social media well.
The experts assembled at the SIFMA Social Media Seminar in San Francisco on Thursday agreed that social media represents a huge opportunity for financial advisers, but it is an opportunity that must be managed carefully.
Representatives from LinkedIn, Facebook and Twitter as well as individual advisers and executives who steer social media strategy at major firms like Wells Fargo and LPL Financial came together to discuss the state of social media in financial services and how advisers can use it to boost their business.[…] Continue Reading »
A recent InvestmentNews survey found Smarsh to be the leading provider of social media compliance software for financial advisers. SmartBrief recently caught up with Smarsh Founder and CEO Stephen Marsh and discussed the landscape for social media in the financial services sector. The following is an edited transcript of that interview.
What feedback do you hear from advisers and broker-dealers regarding their use of social media?[…] Continue Reading »
Buyer behavior in B2B marketing has changed. And social media has made a huge impact. thought to be a modern marketing techniques, but in many ways social media marketing is still approached in an old-fashioned way. Twitter is a prime example. It’s forcing us all to answer important questions about the value of social media – and the impact it has on the bottom line.[…] Continue Reading »
Are you caught up with the most recent online marketing changes, updates and theories? Wishpond’s James Scherer, in this four-part series, will examine the most influential changes that have happened in the past six months, and how those changes affect you and your business on a daily basis.
This week, Scherer will discuss the rise of social media optimization and what it means for you.[…] Continue Reading »