New Media Journal on Ulitzer
In preparing an investment policy statement or proposal, how much would it be
worth to you to have access to a reliable record of a prospective client's
likes, dislikes and goals?
Establishing thought leadership expands an advisor's presence, while
accelerating client qualification
Fortunately, if your prospect is one of the millions who regularly use social
networking sites like Facebook, LinkedIn and Twitter, your task has been made
easier. You will find a rich source of accurate and timely information at
your fingertips -- market intelligence that may well have a place in a
Engaging your audience
It takes only a few minutes to sign up and gain access to most social
networking sites. Whether you are preparing for a family office meeting or an
institutional presentation, knowing more about the influencers and
Financial social media marketing just received a welcome boost from the
nation’s largest independent securities industry regulator.
The Alliance Library System of East Peoria, Ill. received a grant of
$100,000 from the Financial Industry Regulatory Authority (FINRA) Investor
Education Foundation and the American Library Association (ALA) for social
media and other education programs.
FINRA steps up
The library system will deliver saving and investing information through
social media targeting individuals ages 13 to 35, according to Earth Times.
The demographically and technologi... (more)
Reprinted from Advisolocity
It came down to a question of storage.
Despite the hedge fund industry's hiccups over storing social media
content, regulatory requirements for investment marketers to keep records of
all social media communications were easily met with low-cost archival
systems one can find anywhere.
Archiving made the difference
Ease of storage is just one the liberating aspects embedded in the Regulatory
Notice 10-06 on social media of the Financial Industry Regulatory Authority.
Here are a few others:
Build a social media policy and follow it. If FINRA comes knock... (more)
To Braden Hill successful pre-retirement planning shouldn't depend on a
person's political viewpoint."Still, the average person should know what
Congress is contemplating," he said, "to see how it might change you and your
children's savings and spending habits."
Mr. Hill, the principal of Pinnacle Hills Financial Services, LLC, pointed
recently to the testimony of Teresa Ghilarducci, the New School of Social
Research professor who told a congressional committee in 2008 "that it's time
to reinvent the 401(k)." Ms. Ghilarducci advocated for a
government-guaranteed alternative con... (more)
From Sugar Land, Texas to Atlanta, Georgia, financial advisors like Curtis A.
Smith and Russ Thornton are finding that attracting new business in
cyberspace can be as carefree and neighborly as Facebooking friends about the
local sports team.
Advisolocity President and CEO, D. Bruce Johnston interviewed the two
professionals recently for a BrightTalk webinar on "Linking Twitter,
Facebook and LinkedIn to Maximize Business Growth."
FAs Are Making a Bigger Splash with Social Media
The two said they have attracted new business to their firms by successfully
building out their local... (more)