Relationships are the lifeblood of an effective investment advisory practice. Being good with people is what converts prospects to clients and makes clients feel comfortable enough to refer their friends, family, and colleagues to you. While this rule only requires you to verify and maintain some pretty basic client information, it can be seen as a call to action.
Ask yourself:. This may seem very obvious. Be a better financial advisor by going the extra mile with your network. As for your prospects, make sure you stay at the top of their consideration set. Not everyone is in the market for your services right now, but eventually many of them will be.
When that moment happens, you want them to think of you first. Having a process for regularly scheduled professional emails and social media posts is one of the most efficient ways to stay top of mind with your network. Automated marketing services, like OutboundEngine, make it easy for financial advisors to stay in touch with their networks without requiring hours a day on social media marketing.
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Continue shopping Checkout Continue shopping. Chi ama i libri sceglie Kobo e inMondadori. Choose Store. Best practices in using social media for advisors and compliance officers Planning for the regulators, vs. Skip this list. Ratings and Book Reviews 0 0 star ratings 0 reviews. Overall rating No ratings yet 0. How to write a great review Do Say what you liked best and least Describe the author's style Explain the rating you gave Don't Use rude and profane language Include any personal information Mention spoilers or the book's price Recap the plot.
Close Report a review At Kobo, we try to ensure that published reviews do not contain rude or profane language, spoilers, or any of our reviewer's personal information. Michael Kitces really didn't start using Twitter until , when he relaunched his " Nerd's Eye View " blog.
He's since become one of the most influential financial advisers on social media, frequently driving the conversation on industry news, technology and all things related to financial planning. Kitces attributes his success to his willingness to state honest opinions, instead of bland or neutral statements, while remaining focused on his own areas of expertise. Though he also uses LinkedIn and Facebook, Twitter is by far the platform on which he is the most active.
The XY Planning Network, a group of fee-only financial planners focused on younger investors that Mr. Kitces founded with Alan Moore, began on Twitter.
Account he loves to follow: "Josh Brown [ ReformedBroker ]. His combination of wit, perspective and real knowledge are phenomenal.
Kirk Chisholm started using social media for his business in to reach a wider segment of the investing population and help them make better choices. To grow his following, Mr. Chisholm focused on challenging commonly held beliefs and sharing ideas and information he couldn't find covered by traditional media channels.
From solo practitioners to large asset managers, everyone's consumed by how, when, and where to use this new and powerful medium—but guidance is hard to find. You've successfully reported this review. Frank Maselli has spent the last 35 years in the financial services industry. Discover the visual tool that works with audiences every time. Kindle Edition , pages.
Chisholm said. LinkedIn has been the best platform for connecting with people and creating business opportunities, but he also uses Facebook for collaborative group projects and Twitter to find new information, he said. Account he loves to follow: "I actually don't 'follow' people or accounts on social media. I don't find it to be a good use of my valuable time. Since joining Twitter nearly a decade ago when he was managing technology for an RIA, Bill Winterberg has posted more than 36, times on Twitter, never once using an automated bot.
One of those tweets, a slide show he had put together for a presentation, led to dozens of inquiries for his consulting business.
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Winterberg's had equal success on YouTube, where his FPPad channel hosts videos on adviser technology and has about 1, subscribers. He is focused squarely on fintech and stays away from topics like politics, sports or any other subject that strays from what his followers expect. This is a primary factor in explaining why his audience continues to grow, Mr.
Winterberg said. Account he loves to follow: " timschmoyer [is a] great resource for YouTube ideas. Even though Joel Bruckenstein wasn't one of the earliest adopters of Twitter or LinkedIn, he was still on social media earlier than most advisers. Initially he wanted to use LinkedIn as a networking tool and Twitter as a public relations tool for his Technology Tools for Today brand, but both platforms have evolved over the last six years, he said.
Now he uses LinkedIn to participate in various groups, and that sometimes leads to business in the form of companies or advisers looking to learn more about his T3 conference, Mr. Bruckenstein said. I don't really feel that I have something of value to contribute every single day," Mr. Account he loves to follow: "Tina Powell [ tinacpowell ] … whether it's a conference I may not have attended or talks she's had with interesting people, she has a point of view and is very prolific about sharing stories. Ann Zuraw started using social media as a branding tool for her firm, but her accounts grew into go-to financial newsfeeds for retail investors.
She is committed to ethical behavior and uses social media to elevate awareness on issues and topics she believes are important. In addition to using Twitter to follow and share news, she also uses Linked-In, Facebook, Pinterest and even Periscope, an app for sharing live videos, to connect with clients and prospects.