Connect with other professionals and monitor your market
The pinboard website first became popular among hobbyists, who would "pin" or upload images of items such as knitting projects. Today, businesses - and financial advisors - are recognizing the website's potential as a marketing tool
Status updates can get you noticed, but don’t try to sell
U.S. regulators investigating whether "endorsements" violate rules. Canadian regulators have yet to take a stand
Whether you are a newbie or a veteran, success using social media requires that you have a plan
Know the strengths of the various platforms
Set goals and identify your audience
Boomers and people aged 66 and older make up the fastest growing group of people using social media
Aim for a blend of experts in finance and other areas
Service providers have had to step up their offerings to meet the growing demand from firms that want to leverage social media