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.
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.
Search engines have become a critical starting point for investors seeking assistance from professional advisors. Are you easy to find?
Snapchat is worth noting for advisors focusing on Millennials as part of an intergenerational wealth transfer strategy.
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.
How can you maximize your social media efforts? Like any strategy, you start with a plan.
Use IFTTT to organize your online activities and help build your business.
Use keywords to take your search optimization a step further.
As groundbreaking technology transforms industries, financial services will need to change as well.
Don’t lose your audience by using outdated or inefficient technology.
Advisor survey explores which LinkedIn features may lead to the greatest asset gains.