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Award-Winning Financial Social Media Marketing Writer

John Drachman

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Top Stories by John Drachman

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 closing presentation. 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 deci... (more)

FINRA Funds Social Media Program

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)

Social media rising: FINRA liberates advisor communications

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)

Pre-Retirement Planning Is Social Media Focus for Financial Advisor

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 Cyberspace to Around the Corner, Social Media Builds Local Presence

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)