Compliance concerns and uncertainty about ROI make many advisors reluctant to embrace social media, but the right approach can have long-term benefits
Service allows clients to open a digital conversation with customer service agents
The new tools will provide financial services firms and their compliance officers better oversight in managing advisors’ electronic communications
Think of it as a networking activity first
Scott Stratten, president, UnMarketing, discusses why social media is not good for sales and marketing — and that click-through rates for social media are lower than spam.
Bank’s responsiveness helped drive customer engagement
Marketing skills and financial knowledge are essential
Reputable bloggers are a good way to learn about investment options
SentiQuant tracks more than 7,500 securities on social media and determines the amount of positive or negative momentum
There’s no shortage of online social-media tools, and sifting through the available apps to find a tool that is right for you can be daunting. However, having the right tools at your disposal can help you increase your productivity and improve your visibility. Kirtarath Dhillon, social-media and public relations coordinator with Advisor Websites in Vancouver, […]