The wealth management industry has been slower than most in picking up on the value of collaborative spaces and participatory tools.
So, you or your business has hit a milestone of 1,000 Twitter followers. Hold off on releasing those party balloons and streamers, just yet.
Whether you Tweet, Facebook or are Linked-In, stay up-to-date with all the latest news in the Social Media space with the new Social Advisor hub on Advisor.ca. With informative columns, how-to articles, forums and breaking social media news, the Social Advisor is the information source for social media newbies and veterans alike.
Kristina Jaramillo shares 8 tips for sprucing up your profile
James Pelmore, an advisor with Dundee Wealth Management discusses his social media tips for advisors
Any doubts about the power of Internet marketing have been eliminated with the recent popular uprisings in the Middle East and North Africa — dubbed the social media revolution due to its role in organizing the protests. However, before financial advisors leap into social media marketing campaigns, it is important to start with the basics.
Any doubts about the power of Internet marketing have been eliminated with the popular uprisings in the Middle East and North Africa — dubbed the social media revolution due to its role in organizing the protests. However, before financial advisors leap into social media marketing campaigns, it is important to start with the basics. As […]
As an advisor and consultant, I'm in the business of influencing people. I try to influence the decisions my clients make and I try to influence prospective clients to work with me. I also use my influence in professional settings to articulate compelling strategies and win recommendations - and referrals - from other professionals.
Having a bad day at work? That FaceBook rant or Twitter post that allowed you to blow off some steam could land you in hot water or worse, you could wind up in court. Statements posted online that negatively impact the reputation or image of another person, business or product, may be considered defamation. The author of such a posting could face legal action especially if they used assets at work – a laptop computer, a desktop computer or a cell phone – to do so.
While regulators and compliance departments are slowing easing off restrictions for advisors’ use of social media, the public is already basing financial decisions on what they read online. A survey conducted for Investors Group found that 42% of Canadians who save and invest are using social and online media to guide their decisions. The preferred […]