At our recent Discovery Forum, my colleague Jerry Lezynski, Director of Marketing for the SEI Advisor Network, discussed the importance of niche marketing. In doing so, he asked the audience, “Who here has a niche?” Many advisors raised their hands. The first example that was highlighted was an advisor who works with college professors...Read More »
Yesterday, I was speaking with an advisor who has a pretty awesome LinkedIn profile, and is now interested in proactively using social media for business development.
His client base includes working professionals, so naturally, LinkedIn is a great place to begin networking. I suggested he review his clients’ profiles and connections to look for potential introductions and referrals...Read More »
Unlike broker dealer-affiliated advisors, RIAs have to create their own policies and procedures for social media. To make matters murkier, the Securities and Exchange Commission has provided little guidance on social media, but there are some things that are a given...Read More »
It’s the beginning of the year and all over the web, you’ll see top 10 lists of this year’s hottest social media trends. Dig deeper and you’ll hear that 2014 will be the year that Google+ takes over, mobile apps will be everywhere, image-based sites such as Pinterest will continue to gain steam, and micro-videos a la Vine and Instagram will be tops. Heck, there’s even talk that people should be taking more selfies...Read More »