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Just after the clock struck midnight and we headed into 2014, we asked financial advisors what questions they wanted answered in the New Year about using social media in the financial services. You told us, and we listened! In this week’s blog we shed some light on YouTube use in a restricted industry. Can financial advisors take advantage of YouTube? Yes! How can you stay compliant? Read on!
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