Advisors expand use of text messaging
People tend to respond faster to a text message than email — a fact that is leading a growing number of advisors to use text messaging to reach clients.
Advisor Tech Tips
Stay on top of trends in mobile technology, software, and social media.
Posts from category: Business Building
Can prospects find you? Investors seek advisors using search engines
Search engines have become a critical starting point for investors seeking assistance from professional advisors. Are you easy to find?
How businesses use Snapchat to engage with Millennials
Snapchat is worth noting for advisors focusing on Millennials as part of an intergenerational wealth transfer strategy.
Advisors ARE social
According to one of the largest surveys of financial advisors on the use of social media, 85% of advisors are actively using social media daily.
A daily social media routine
How can you maximize your social media efforts? Like any strategy, you start with a plan.
Productivity “recipes” for busy advisors
Use IFTTT to organize your online activities and help build your business.
Get better search results from your LinkedIn Profile
Use keywords to take your search optimization a step further.
Let disruptive technology advance your business
As groundbreaking technology transforms industries, financial services will need to change as well.
Six ways outdated technology can interfere with your message
Don't lose your audience by using outdated or inefficient technology.
Top 5 habits of highly successful LinkedIn advisors
Advisor survey explores which LinkedIn features may lead to the greatest asset gains.