Devise a consistent routine of checking in, sharing and responding
A few simple steps can raise your profile
Learn your firm’s policy and discuss your social media plans
Post information that’s relevant to your audience, but be sure to avoid giving advice
Four in five advisors say their client base grew this year with the help of social media vs 49% of advisors who said the same thing in 2013
Hootsuite Advisor has three user levels that allow an advisor to choose his or her degree of social media knowledge and then use the features designed specifically for that level
The platform will allow Canaccord advisors to connect with clients via social media and meet all compliance and regulatory requirements
The U.S. central bank aims to increase the accessibility and availability of its news and educational content
Hearsay 360 analyzes data exchanged through text, social media, advisors’ websites and email and recommends the advisor what to do next
Each new index will track the performance of a portfolio of stocks or options referenced to a defined universe of stocks