Must-Read Social Media Articles for Financial Advisors from 2013
January 3, 2014 by Amy Mcllwain
What a year for financial advisors and social media! From Twitter fights to new regulation updates, 2013 was a big year for the evolution of social media within the financial services industry. One of the biggest changes we’ve seen in the past year is how many more advisors are finding success online and the increase in social media usage by their target demographics. Here’s a round up of some of the most relevant, valuable reading for financial advisors on social media from the past year:
Top 5 Social-Media Regulatory Issues for Advisors
Creating a social media policy, archiving, monitoring, setting-up disclaimers, and embracing mobile. These are the matters that should be top of mind as you initiate your social media marketing plan.
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LinkedIn Courts Advisors as Social Media Use Grows
ThinkAdvisor showed us how advisors are connecting with investors on this popular professional networking site.
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Can Your Retirement Woes by Solved Online?
How are you focusing on targeting millennial clients? According to MainStreet, “millennials are more likely to use Websites and social media in guiding them as they make financial and retirement decisions compared to Generation X.”
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How to Manage LinkedIn Endorsements for Financial Advisors
Last summer, we showed you how you can manage endorsements on LinkedIn while remaining compliant.
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Financial Regulators Finalize Social Media Guidance and Address Industry Questions
Here’s a helpful update about The Federal Financial Institutions Examination Council’s (FFIEC) final supervisory guidance on social media usage by financial institutions.
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Social Media Insights from 9 Experts
Financial Advisor Magazine shared the top advice shared at the 2013 Social Media Conference for Financial Services.
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The Older Generation IS Using Social Media, According to a Millionaire Corner Study
Millionaire Corner shared information from a study that advisors simply cannot ignore: “Almost two-thirds of investors 65 years of age and older have social media accounts, and half of them are on Facebook”.
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Where to Find Wealthy Clients on Social Media
Chock-full of statistics about where and how advisors can target their demographic online.
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Pew Social Media Update 2013
Pew Research gives us one more update on social media usage before the year comes to a close. The biggest finding: 73% of adults use social media networking sites and Facebook is dominating as users’ platform of choice.
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The 5 Biggest Social Media Lessons from 2013
Twitter got hacked and had an impressive initial public offering. Videos ruled the year, Warren Buffet joined Twitter, and television became better friends with social media. What lessons can we learn from all of these social media changes? Investment News compiled this valuable summary.
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