Alpha Architect

MAY 17, 2024

Social Media: The Value of Seeking Alpha’s Recommendations was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

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Nerd's Eye View

JANUARY 16, 2024

Thomas is the co-founder of AllStreet Wealth, a financial planning firm for millennial business owners and those with equity comp based in Indianapolis, IN, that has quickly grown to more than $500,000 of run-rate revenue generated from serving 70 ongoing client households.

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Abnormal Returns

DECEMBER 22, 2022

newsletter.abnormalreturns.com) Mixed media A record number of shows were produced in 2022 and why it may represent 'peak TV.' (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. vox.com) Variety's list of the 100 best movies of all-time.

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Wealth Management

APRIL 26, 2024

The Magnificent 7 stocks dominate on social media, according to one reckoning.

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Wealth Management

MARCH 18, 2024

Chicago-based firm M1 Finance will pay $850,000 to settle charges it didn't supervise paid social media influencers' posts.

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Nerd's Eye View

JULY 14, 2022

In recent years, many financial advisors have turned to social media as a marketing tool to connect with prospective clients. But as a highly competitive venue with an excess of information, personal finance personalities, trends, and products, social media is rife with individuals all vying for everyone’s attention.

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FMG

APRIL 10, 2024

Social media marketing has become a reliable tool for any business or advisor trying to reach a target audience. billion social media users across the world , it’s no shock financial advisors are casting their nets into the social media ocean. We’ll be going over why advisors should use social media.

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Million Dollar Round Table (MDRT)

JULY 6, 2023

By Carla Brown, FPFS We need to be where our potential clients are, and nine out of 10 internet users are now on social media. Most of them will spend a whopping 144 minutes a day on social media. Social media can be a powerful tool to connect with your audience, build trust and increase your credibility. Measure your results.

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Million Dollar Round Table (MDRT)

APRIL 25, 2023

By Antoinette Tuscano While there’s nothing comical for financial advisors about attracting prospects, you can use comic books to capture their attention on social media. He shares sections of these comic books on social media platforms such as Instagram to encourage people to contact him.

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Million Dollar Round Table (MDRT)

OCTOBER 24, 2023

She replied, “Most clients who receive money from insurance do not brag about it on social media because it’s money from the death of their beloved. That is why you don’t see people talking about it on social media, and then people can think families aren’t often compensated.”

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Alpha Architect

JULY 31, 2023

The article aims to examine the role of social media in venture capital financing, its impact on disparities faced by underrepresented groups, and the mechanisms through which social media usage can facilitate venture capital funding. Social Media and Inequality in Venture Capital Funding was originally published at Alpha Architect.

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Twenty Over Ten

AUGUST 24, 2022

By now, social media has been around long enough for people to know what works and what doesn’t. As a critical part of any business’s marketing plan, acing your social media strategy can help you achieve major results. Whether you…

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Advisor Websites

OCTOBER 14, 2022

Is investing time and resources into your social media platforms as part of your marketing strategy the right move for you? There are many advisors that assume social media marketing isn’t capable of generating new business for their firm or isn’t worth the time, learning curve, or effort.

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Million Dollar Round Table (MDRT)

OCTOBER 9, 2022

By Jaslyn Ng Up until recently, I didn’t consider myself particularly social media savvy. I have the following three social media accounts: Facebook — Since 90% are old friends who knew me even before I joined the insurance profession, I continue to post more family and personal photos to maintain my friendships with them.

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Sara Grillo

MARCH 8, 2024

Question from a subscriber: “ How much time each day should I spend on social media (Twitter, Facebook, LinkedIn)?” It is aptly termed “social” media. One example is trying to get the attention of someone who is not responsive is not an active participant on social media. ” 25 minutes a day.

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FMG

AUGUST 9, 2023

Financial advisors are always looking for new ways to boost their social media lead generation, but that can be easier said than done. This article will provide tips and strategies that advisors can use to boost their social media lead generation. Here are 6 Social Media Lead Generation Strategies for Financial Advisors: 1.

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Indigo Marketing Agency

JUNE 7, 2024

The world of digital marketing is ever-evolving, and social media stands out as an exceptionally powerful tool! But many advisors fall into common traps that hinder their social media success. Here are some of the biggest mistakes advisors make on social media and actionable ways to fix them ASAP.

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AdvisorPR

OCTOBER 12, 2023

“The Financial Planning Association has launched a program to help its members work better with the media. In conjunction with AdvisorPR, a division of JConnelly, the association has launched “Media Mastery 2.0,” a digital media training program for its members. ” Read the full article in Financial Advisor Magazine.

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XY Planning Network

JULY 5, 2022

XY Planning Network members regularly serve as subject matter experts for major media outlets—impressive, we know. (We We help make connections by inviting our journalist friends to submit requests for XYPN members' expert input using our media portal.)

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XY Planning Network

MAY 23, 2022

XY Planning Network members regularly serve as subject matter experts for major media outlets—impressive, we know. (We We help make connections by inviting our journalist friends to submit requests for XYPN members' expert input using our media portal.)

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Twenty Over Ten

AUGUST 10, 2022

There are countless benefits that your advisor business can get from utilizing social media in its marketing strategy. Not only is social media a great tool to heighten your brand and interact with your audience, but it’s also a channel…

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Conneqtor

NOVEMBER 29, 2022

Social media content ideas for Financial Advisors As a Financial Advisor, the task of creating content for social media marketing probably seems pretty foreign compared to your day-to-day work and expertise.

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Sara Grillo

FEBRUARY 16, 2024

Company vs. personal pages on social media – which one is better? With most social media apps, you can set up a page either as a person or as a brand or company. I hope this analysis of whether to use a business or personal page on social media was helpful. I’m confused.” ” Great question!

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Clever Girl Finance

DECEMBER 14, 2022

It can seem like the whole world is on social media these days. Whether you are starting a business , hoping to become an influencer , or just posting videos for fun, it seems that a lot of people have at least one social media account if not more. However, it's important to understand how to use social media wisely.

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Indigo Marketing Agency

JUNE 16, 2024

From crafting custom articles in your unique voice and optimizing them for search engines, to amplifying your social media presence, to crafting custom video , it’s a multichannel solution to add some instant rocket fuel to any financial advisor’s business. Who Is TMP Stand Out For? But it’s not just about creating content. Ready for Liftoff?

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Advisor Perspectives

JUNE 27, 2023

Proper archiving of social media data is crucial to meet compliance requirements and reduce these risks, ensuring your firm has a backup of content in case of complaints.

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Random Roger's Retirement Planning

SEPTEMBER 30, 2022

The financial news media and to an extent, Twitter are really pounding the table on how terrible the current market event is using words/phrases like crash, record loss of wealth, markets breaking and so on. When the media and the like use sensational language it whips people up by playing on their fear and might even push them to panic sell.

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AdvisorPR

SEPTEMBER 28, 2023

Comprehensive, current, and actionable program trains members to engage with the media and use FPA MediaSource, the automated media query platform connecting financial planners and journalists. With an eye on supporting the needs of journalists, the Association introduced FPA MediaSource in 2016.

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Sara Grillo

JULY 10, 2023

Financial advisors are skeptical that you can actually get leads from social media. Today we’ll be talking to Thomas Kopelman , co-founder of AllStreet Wealth and you want to pay attention here because he makes getting leads from financial advisor social media look like a piece of cake! And now onto the blog! How did he do it?

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Advisor Perspectives

NOVEMBER 1, 2023

ETF.com’s Jeff Benjamin offers an inside look at how the media covers ETFs, including important tips for financial advisors and industry professionals seeking exposure. VettaFi’s Lara Crigger discusses ARK Invest’s future, Fidelity’s recent ETF share class filing, and key stories to watch the remainder of the year.

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Steven J. Wilson

OCTOBER 5, 2022

There’s no denying the power of social media for accounting firms. But with so many social media platforms and options, it can be tough to know where to start – or how to stand out from the crowd. In this article, we’ll discuss some tips and strategies for social media marketing success as an accounting.

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Validea

NOVEMBER 3, 2023

The post New Trading Firm Backed By Media Veterans appeared first on Validea's Guru Investor Blog. However, Hunterbrook will not trade on information that isn’t available to the public; indeed, an early name under consideration for the reporting arm was “Watchdog.”

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MarketWatch

FEBRUARY 13, 2023

in midday trading Monday, after media company Liberty Global PLC LBTYALBTYK said it has acquired a 4.9% listed shares of Vodafone Group PLC VODUK:VOD climbed 2.4% stake in the U.K.-based based telecommunication services company. million).

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Discipline Funds

JANUARY 31, 2024

Here’s my full interview from Wednesday following the big Fed decision on interest rates. The summary: The market seemed surprised by the Fed decision and especially the commentary that the Fed would not be cutting rates in March.

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Steven J. Wilson

MAY 24, 2022

Financial services companies have long been struggling to harness the power of social media. The problem is that financial services are regulated industries, and social media platforms are largely unregulated. The post How Financial Services Can Effectively Leverage Social Media appeared first on Steven J.

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The Big Picture

OCTOBER 19, 2023

Diving deep down this rabbit hole, I pulled some interesting data from the Nieman Media lab at Harvard (via Bruce Melman ). While the past few decades have been challenging to all media companies, the 2010s seems to be when they shifted their online presence to a much more aggressive stance. We are what we eat, media diet included.

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Steven J. Wilson

AUGUST 3, 2022

The banking industry traditionally struggled when it came to social media. But now, new online banks are shaking up the social media scene by offering unique approaches that focus on building trust and engaging with customers. The post 15 Social Media Strategies for Banking and Financial Institutions appeared first on Steven J.

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