Insights on Working with Gen X & Y for Financial Advisors
BlogInsights on Working with Gen X & Y in for Financial Advisors from Investment News TV.
Insights on Working with Gen X & Y in for Financial Advisors from Investment News TV.
RegEd’s Blane Warrene recently sat with Samantha Allen, Financial Planning Magazine’s digital editor, to discuss social media compliance’s evolution as well as best practices for financial institutions and financial advisors. See the discussion and video conversation here.
Jay Palter sends a newsletter called Pay It Forward (if you are not a reader - stop reading this and go subscribe to it now). Today’s edition from Jay included Simon Sinek’s now quite famous May 2010 TED Talk, How Great Leaders Inspire Action (tied to his book Start With Why). I add it [...]
Listening is a central discipline to cultivate when engaging in social media. That counts for the beginner to the expert. There are numerous ways to listen - key to today’s discussion is listening for topics and content important to your business. In less than 3 minutes we’ll share ideas on how to best get started listening on social media.
Our focus was to get to the core of what helps others use social media effectively - how has it been done successfully to date? We spent time with three financial advisors who candidly gave us an inside glimpse as to how they have integrated social engagement into their daily operations. A key ingredient? It goes beyond just marketing and having a good social profile.
Arkovi and Wired Advisor each sponsored and hosted the social media lounges at the Morningstar Investment Conference in Chicago this month (June 8-10). Stephanie Sammons, the founder of Wired Advisor, and her team were interviewing a number of attendees (listen in on the Wired Advisor blog) - and also took time to sit down and discuss social media and financial services.