Predicting the future of adviser-client interaction Advisers will still communicate by phone and in-person with clients in the near-future, but methods such as social media, text messaging and videoconferencing will gain importance, Matt Sirinides writes. InvestmentNews (free registration)/Numbers Game blog (7/9)
Advisers should reveal more of themselves online How can an adviser stand out in the sea of online marketing? “Whether it’s a post on Facebook, a quirky article shared on LinkedIn, a tweet or a video on their website, advisers should use these tools to share a part of themselves…
Survey: Advisers must improve use of digital technology The wealth-management business is falling behind other industries in using digital technology to serve clients, and financial advisers need to move quickly to catch up, according to a survey by The Boston Consulting Group. Among respondents, 30% of firms provide “at least…
Q-and-A: Smarsh CEO surveys social media compliance landscapeCompliance concerns are a challenge for financial-services professionals when developing social media strategies. Stephen Marsh, CEO of Smarsh, says firms are looking for tools to help them archive communications and streamline compliance. “Across the board, social media is pretty hot right now,” Marsh…
Regulators monitor advisers’ social media posts The Securities and Exchange Commission and the Financial Industry Regulatory Authority have repeatedly warned financial advisers not to violate rules when posting material to social media. Regulators are starting to follow through with enforcement action against advisers accused of posting misleading or incomplete statements….
Commentary: How Facebook can boost adviser-client relationships For years, financial advisers have been hearing that social media is critical to their business. The Oechsli Institute has identified what it calls the primary benefit of using Facebook: monitoring clients’ major life events. Not all events are critical to the adviser-client relationship,…
Complete LinkedIn profile to stand out with clients Completing a LinkedIn profile is critical for advisers to improve their visibility, to make the best use of their network of contacts and to find new business, writes Caitlin Zucal of RegEd. Financial-Planning.com/The Web-Savvy Advisor blog (11/18)
Steps advisers can take to achieve a better online presence The digital age has given financial advisers’ clients a tremendous hunger for information, and advisers need to ask themselves whether they have done enough to provide that information, writes Ron Carson, CEO of Carson Wealth Management Group. “If you can’t…
Social media best practices for financial advisers Connecting with clients via social media, smartphones and content marketing is not out of the financial industry’s reach, despite regulatory and communication restraints, writes Jeffrey Fleischman. Financial advisers should embrace social media as a way to reinforce relationships with clients, identify prospects and…
Emotionally charged e-mails: Stop before you send Make it a habit to use e-mail for the exchange of facts, not emotions, and you will avoid a lot of trouble, writes Dave Grant, founder of Finance for Teachers. “As soon as any emotion comes into play, it is time to have…
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