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Financial Planning June 1, 2011 John Comer	Linking In When you talk about social media, Facebook and Twitter tend to get most of the buzz. But many financial advisors might not realize that another network may generate better results: LinkedIn.
Registered Rep. March 22, 2012 Boswell & Nichols	10 Ways to Make Social Media Work for Advisors When it comes to social media, advisors have a resounding question, "How do we actually use it and how do we get value from it?" We decided to answer this question.
Registered Rep. August 19, 2011 Kevin Nichols	Five Tactics for Leveraging Social Media in Volatile Markets The following are five social media tactics forcommunicating your calm presence, bolstering your brand and simultaneously finding new prospects in tough times.
Registered Rep. December 21, 2011 Boswell & Nichols	Deeper Prospect Conversations with Linkedin Here are some ways to spark more substantial conversations leveraging LinkedIn information. (Also, don't be afraid to mention LinkedIn. In today's world it's far from taboo!).
Financial Advisor June 2011 Michael W. Byrnes	Social Media Networking Becomes Even More Important Whether a believer or disbeliever in the power of social media, it is important to see the trends and know how business will be impacted. This article shares three things to keep up with as the industry evolves.
Financial Advisor July 2010 Andrew Gluck	A New Era With broker-dealers now starting to embrace social media, advisors have many more ways to market their firms.
PHONE+ Justin Chugg	Using LinkedIn for Lead Generation How channel partners can use LinkedIn to generate sales leads.
Registered Rep. January 29, 2015 Matt Oechsli	The Elite Financial Advisor of 2015 Most advisors would love to call themselves "elite," placing them in the small cadre of advisors that do the right activities the right way and are seeing phenomenal results. What exactly does this exclusive group look like?
On Wall Street October 1, 2013 Alix Stuart	A Social Media Presence May Enhance Business Now that advisors are (finally) allowed to use it, social media is finding its place in the marketing arsenal.
Financial Planning September 1, 2012 John J. Bowen, Jr.	Planners: Reset Your Social Media Strategy to Attract Affluent Clients Improve your efforts to attract affluent clients through LinkedIn and Facebook (and not Twitter).
Registered Rep. March 22, 2013 Matt Oechsli	What Women Want When Shopping for an Advisor Affluent women are now more involved in major purchase decisions than ever before. Here's what they're looking for in an advisor.
Registered Rep. September 7, 2011 Boswell & Nichols	5 'New Advisor' Networking Tips for Tough Times Networking in today's environment is more important than ever before. People are searching for answers, and your objective is to be front and center.
Financial Advisor March 2010 Joel P. Bruckenstein	Beware The Pitfalls The advantages of social media for advisors are being trumpeted loudly, but the risks are heard less.
Registered Rep. November 4, 2014 Megan Leonhardt	Wires Have Biggest Social Media Footprint Out of all advisors, it's those sitting at banks who are most reluctant to embrace social media -- only about one out of every five use it, a number that has not budged much from previous years.
Registered Rep. May 13, 2013 Matt Oechsli	Ahead of the Curve on Social Media Some advisors got a head-start in figuring out this social media thing. Here's how they did it.
On Wall Street February 1, 2012 Carri Degenhardt-Burke	Making Cold Calls Work All too often managers find younger advisors scouring the Internet for potential leads and not spending nearly enough time on the telephone.
Financial Planning December 1, 2009 Chris Hall	Socially Adept Participation in social media -- LinkedIn, Facebook, Ning, Groupsite, Twitter, blogs, YouTube -- is now a workplace reality.
Financial Advisor June 2008 David J. Drucker	Linking Up How can financial advisors use networking sites to their advantage?
On Wall Street April 1, 2011 Todd Colbeck	High-Net-Worth Marketing In Three Easy Steps High-net-worth clients are less likely to respond to direct mail seminars and advertising. Introductions are the preferred way for them to meet a new advisor. Try these techniques.
AskMen.com Eric Santos	Establishing A Web Presence Whether you are an entrepreneur or an employee looking for another job, it is vital for you to have a web presence, especially if you provide a service to the public.
Registered Rep. March 3, 2010 Kristen French	New Social Networking Site Targets FAs LinkedFA is a new website is trying to cash in on the social networking craze and resolve some of the thorny regulatory questions that social networking sites raise for financial advisors.
Registered Rep. March 29, 2012 Jerry Gleeson	Social Media Works, Advisors Say Social media is gaining momentum with financial advisors, new research by Registered Rep. and wealthmanagement.com shows.
Registered Rep. November 9, 2011 Boswell & Nichols	Keys to Generating New Advisor Introductions Introductions are an extremely high impact activity when done correctly and they can be just as effective for someone who is brand new to the business as they are for a 30 year veteran.
Commercial Investment Real Estate Jan/Feb 2013 Dennis LaMantia	LinkedIn Logic For anyone looking to digitally connect with commercial real estate professionals, LinkedIn is a logical first step. The following tips can help unlock the site's potential.
Entrepreneur July 2008 John Jantsch	Social Butterfly Work the social networking scene to get the most out of your online presence for your small business.
Registered Rep. February 27, 2012 Lauren Barack	Protect Your (Online) Rep "Nowadays, professional reputation is tied to online," says Don Sorenson, CEO and founder of online reputation management firm Big Blue Robot. "And you can be at the whim of anyone who writes about you."
Investment Advisor April 21, 2011 John Sullivan	Commonwealth Financial to Allow Rep Access to Social Media Beginning in early June of 2011, it would allow its advisors to use social media, including Facebook, Twitter, LinkedIn and blogs.
CIO March 4, 2008 C.G. Lynch	When a Colleague is a "Friend": Facebook Users Get a Crash Course in Reputation Management Early users of Facebook and other social networking sites now find colleagues, customers and bosses on their profile list. As their Friend lists have expanded to include more professional contacts, they've had to monitor their profiles more carefully.
Registered Rep. May 5, 2011 Matt Oechsli	Build Trust, Win Affluent Clients, Become a Rainmaker Much is required of today's financial advisors in order to earn a recommendation.
Financial Advisor February 2012	Social Media Losing Some Appeal With Financial Advisors Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses.
Registered Rep. December 21, 2011 Diana Britton	Aite: Bloom Coming Off the Rose of Social Media? Financial advisors are just getting started, and already, the bloom seems to be coming off the rose, Aite Group says.
Registered Rep. October 27, 2011 Kristen French	Momentum Building for Social Media Adoption in Financial Services Financial firms that are using social media are not talking about their products or engaging their customer base.
Registered Rep. November 27, 2014 Matt Oechsli	The New Cold Calling? The following is an excerpt from The Indispensable LinkedIn Sales Guide for Financial Advisors that I co-authored with Kevin Nichols.
Commercial Investment Real Estate Nov/Dec 2008 Stephanie Bell	C U Online Social networking sites offer several ways to increase your contact base.
Registered Rep. March 13, 2012 Lauren Barack	Tongue-tied Advisors Even if they have their firms' permission to tweet, a technology platform up and compliance guidelines in place, the fear that they will "do it wrong" keeps many financial advisors from participating.
Financial Planning July 1, 2012 John J. Bowen, Jr.	From Hunter to Farmer Hunting for new investors every day doesn't work well anymore, certainly not with highly desirable affluent prospects. Now, people don't want to be beaten over the head or be sold to.
Information Today December 1, 2008 Paula J. Hane	Linking Up With LinkedIn It's hard to believe I've had a profile and participated in the professional social network site LinkedIn for nearly 5 years now (since Jan. 21, 2004, according to my account profile). I don't consider myself real cutting edge when it comes to the online social scene.
Registered Rep. May 27, 2015 Anne Field	#SocialMediaSavvy Bob Stone, co-founder of Telemus Capital in Southfield, Mich., runs a thriving practice with about $2 billion in assets. His quandary is what to do about social media.
Search Engine Watch December 23, 2008 Mark Jackson	Social Media and SEO -- Friends with Benefits? For those of you whose responsibilities - either directly or indirectly - involve organic Web site optimization, here's a look at how you can get SEO benefits out of social networking.
CIO January 6, 2009 C.G. Lynch	How to Improve Your LinkedIn Profile: Stand Out to Employers, Recruiters With so many people job hunting now, you've got more competition than ever on LinkedIn. So how do you make your LinkedIn profile work best for you? Here's some practical tips for standing out from the crowd and reaching potential employers.
Registered Rep. February 1, 2010 Anne Field	Cold Calling Is Back Many prospects, recently savaged by the market's decline, are still disappointed by their current advisors' performance and more receptive than they might have been during better days to a well-timed approach from a friendly, confident professional.
Commercial Investment Real Estate Mar/Apr 2014 Gray & Ryan	B2B Research LinkedIn can be a powerful business-to-business tool for the real estate industry. However, commercial real estate professionals have to put the time in to dig for the information.
Registered Rep. September 20, 2011 Boswell & Nichols	Network Builders for New Advisors Social networks are big business for financial advisors. Your marketing efforts depend on the number and quality of connections you develop.
AFP eWire November 18, 2015 Heather Blue	How to be a Fundraising Opportunist on LinkedIn By learning how to leverage LinkedIn as a multi-purpose tool, you will improve your ability to communicate and engage with donors
Financial Planning March 1, 2012 John J. Bowen, Jr.	Multiple Personality Syndrome The advisors who are most successful in finding, attracting and keeping affluent clients are those who get to know all different types and then build their service around specific subgroups.
Financial Advisor January 2012 Brian Hamburger	Who Will Start The Revolution? Big firms give "Big Brother" nod to social media.
Financial Planning July 1, 2011 Donna Mitchell	Tweet Away It's been a struggle to get advisors to embrace social media because they don't fully recognize its business value.
Financial Planning June 1, 2010 John J. Bowen, Jr.	The Perfect Profile Looking for the ideal client? Write a detailed description of the top clients you have now, by answering eight simple questions.
Financial Advisor June 2009 Andrew Gluck	Social Networking And Advisors Advisors are barely scratching the surface in their use of social networking.
Registered Rep. March 15, 2012 Matt Oechsli	The Affluent Relationship Shift (2nd Macro Shift) How important do you think it is for support personnel to be involved in helping manage the business and social components of client relationships?