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Sometimes the social media landscape can feel like a whole other planet. It comes with its own unique etiquette, customs, and language. If you’re an advisor just starting to explore this strange new world, or if you’re an old pro, there are always new words and phrases to learn. To help you get all the social vernacular straight, we’ve created the Financial Social Media Dictionary (a close relative to Webster). Here’s our list of need to know social media lingo for advisors, broken down…Continue
They say that imitation is the sincerest form of flattery. It also happens to be one of the truest forms of good business, and follows suit in social media. There were few early adopters of social media in the financial industry, but more and more advisors are jumping on board. Lucky for some of…Continue
Who doesn’t love a good success story? Now that even more financial advisors are using social media, some of the resulting success stories are pretty impressive. Just like winning the lottery, your chances of gaining a $10 million account from one Facebook “like” are pretty slim, but it does happen.
What: A Morgan Stanley financial advisor sent one invitation to connect on LinkedIn and received a $70…Continue
Over 10 million endorsements are made daily on LinkedIn however there’s a lot of buzz going around about the meaninglessness of these endorsements. In fact, most of you are pretty annoyed about them. After speaking at a conference last week about the Power of LinkedIn for Financial Advisors, I was flooded with questions. A few of the most common were in regards to endorsements: “Why are these people endorsing me?” and “Can I have endorsements?” In this blog I’m going to go over how…Continue