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.
Category: Social Media
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.
Resolve to improve your Linkedin profile
For financial advisors making resolutions about business building in 2017, improving your LinkedIn profile is a good place to start.
Top questions from advisors at our recent LinkedIn webcast
Over 1,500 financial advisors attended our live webcast, “Leveraging LinkedIn for your practice.” Here are answers to the most frequently asked questions.
A daily social media routine
How can you maximize your social media efforts? Like any strategy, you start with a plan.
Get better search results from your LinkedIn Profile
Use keywords to take your search optimization a step further.
2015 Putnam Investments Social Advisor Survey
81% of financial advisors currently use social media for business, up from 75% in 2014.
Advisors’ social media wish list
What else do advisors need to help build their business with social media?
Connect with the next generation of clients
Use social media to communicate and connect with a new generation of clients.
Build client relationships with a Facebook business page
Tailor content and messages specific to your work and professional relationships with a Facebook business page.