One of our favorite things to do is host discussions with folks in the thick of being digital in their business - from individual financial advisors to folks who serve the financial advisor community. Today we had a chance to catch up with the latter. Ahyoung An, Manager of Marketing and Community Development [...]
In a continuing theme of our coverage on social media, we don’t neglect to ensure you are aware of best practices in security and privacy. Twitter updated its security settings for 2-factor authentication on August 6, 2013 that makes it even better. 1. You can use cell phone (for SMS) or a code [...]
Graph search is a brand new expansion of Facebook’s search capabilities. We discussed this last week as it pertains to personal profiles on the platform, but we’ve also had inquiries as to how it will work for business and brands using Pages. The toolset for Pages is quite rudimentary as far as design. [...]
Blogging has become a must for many financial advisors. It’s an effective way to build business, connect with customers and prospects, and demonstrate thought leadership. No one knows this better than Susan Weiner of Investment Writing. Susan focuses on helping financial professionals increase the impact of their writing on clients and prospects. In [...]
Editor’s Note: We are pleased to share a blog post written by Susan Weiner of Investment Writing. Susan’s expertise allows you to communicate better with prospects and clients. Whether you’re in investment management, wealth management, financial planning, or a service provider to those industries, Susan can show you how to connect with the [...]
According to LinkedIn, users with complete profiles are 40 times more likely to receive opportunities than those with incomplete profiles. Taking the time to optimize your profile increases your ranking within the LinkedIn system, increasing your odds of being found in search results. Think of your profile as a mirror – you want it [...]
