Top 3 Reasons Why Financial Advisors Should Use LinkedIn

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Top 3 Reasons Why Financial Advisors Should Use LinkedInSocial Media, Wealth Management

by Business2Community on October 28, 2014 with 0 comments

Are you competitive? How are you creating your competitive edge? Would you say that you are the leader of the pack? Beating out your competition? When was the last time you thought about it? One of my favorite types of professionals to work with is the financial advisor. Why? They understand that in order to …

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3 Steps of Social Evolution at Every Fund Firm

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3 Steps of Social Evolution at Every Fund FirmFund Marketing, Social Media

by Taranita Costales on October 23, 2014 with 0 comments

Recently, I attended one of Hootsuite’s informative webinars on social media and financial services, “Investing in Social: Wealth Management in the Social Era.” Hootsuite, alongside the VP of Social Media at Legg Mason, Courtney Fischback, addressed the top challenges of social business in finance and the benefits from being social wealth mangers. Some shocking stats …

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7 Lessons For Training Financial Advisors To Use Social Media

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7 Lessons For Training Financial Advisors To Use Social MediaSocial Media, Wealth Management

by Forbes on October 1, 2014 with 0 comments

The “number one barrier to success on LinkedIn is lack of education and awareness of what’s possible,” according to Brian Tietje, formerly of LinkedIn and now Vice President Sales RockTech. Tietje recently moderated a panel, “Training Employees To Use Social The Right Way,” at Social Media and Compliance (SMAC) conference organized by Financial Technologies Forum. …

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Four LinkedIn Tips to Enhance Your Asset Management Firm’s Profile

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Four LinkedIn Tips to Enhance Your Asset Management Firm’s ProfileSocial Media, Wealth Management

by Taranita Costales on March 7, 2014 with Comments Off comments

One of my recent posts, “Get Linked In (Or Left Out)” talked about the importance of LinkedIn as a networking tool for asset managers, reporting that according to American Century, three quarters of asset managers favor LinkedIn over any other social media channel for professional use. Given the network’s popularity within the industry, it’s no …

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Asset Managers, It’s Time to Get LinkedIn (or Left Out)

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Asset Managers, It’s Time to Get LinkedIn (or Left Out)Social Media, Wealth Management

by Taranita Costales on January 8, 2014 with Comments Off comments

Networking, recruiting and engaging – studies show that LinkedIn is the finance industry’s preferred social media channel All too often, compliance issues hinder the finance industry from participating in the growing and dynamic world of social media. Last year, we issued a challenge to FinServ firms “what are you waiting for?”, citing a new guidance …

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Social media for financial services – why culture, not just channels, must changeSocial Media

by Hazel McHugh on May 14, 2012 with 2 comments

On the 10th May, LinkedIn held its first ever Financial Services Summit.  The event took place in New York, featured key people from such financial stalwarts as American Express, Citi, Fidelity Investments and Prudential Retirement and set out to examine the role that social media is playing within the financial services industry. An interesting review …

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