To help you ensure your social media presence is secure and compliant, we’ve assembled a quick list of security tips that every financial professional should keep in mind when managing their social media profiles.
Social media has fundamentally changed how consumers interact with companies. It’s made it easy for customers to learn about your business and get fast answers to questions about your products or services. However, it has also become a forum for consumers to voice their complaints when they have a negative experience with your service and your company
There is an opportunity for advisors–through education and a planning-led approach that emphasizes long-term goals–to convert hesitant millennials into valuable long-term clients. Take it from me—a stubborn millennial—advisors can and should break through to this market. So use the tips below and give it a try, I think you’ll see that the results will be worth it over time.
Does visual content actually affect audience behavior? We tested two versions of the same email to see whether or not our email metrics would improve by adding images and video. Check out the results.
The hard part is developing a video strategy that works for your business. In this post, you’ll find a few pointers to get you started, and testimonials from advisors who’ve found success.
Do you ever have trouble getting a client to commit to an annual review appointment? Or speak to a prospect that can’t visualize the value you’ll bring to their life? You can try what you’ve always done – requesting a meeting through email or over the phone – or you can take a different approach.
Good news! As more and more investors look to manage their finances with technology, you’re in the best position to deliver an unmatched digital experience. The problem is, as financial technology saturates the market, how do you convince clients and prospects that your technology and expertise offers the best experience?
As the digital world grows and we see the rise of more virtual financial planning tools, clients will no longer search for a planner who is best in their geographic area; instead they will search for the planner who is best able to meet their individual needs.