July 25, 2014 - Social media and other online communication may be top of mind for financial advisers, but many find there is no substitute for old-fashioned, in-person client events.Read More
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Advisors have a love-hate relationship with the online directories that put their names in front of the public. On the one hand, they say, these services don’t exactly deliver a flood of leads.Read More
Financial advisers looking for new ways to find clients should consider whether the “look right under your nose” approach that's worked for a couple successful advisers would work for them, too.Read More
Whether it comes from a friend, family member, associate or the barber, an endorsement generally leads prospects to check out advisers via their websites and social-media presences well before a get-acquainted meeting is scheduled.Read More
Among Facebook's more than a billion users are a growing number of investment advisers who use the network, as well as other social media sites such as Twitter and LinkedIn, to communicate with clients and prospects for new business.Read More
Ah, the good old days of the mid-1990s, when business people debated whether they needed a website. Lately there’s déjà vu in the air now that social media is playing a greater role in the affairs of financial advisors.Read More