Browsing Tag
social media
13 posts
Social Media Pivotal to Recruiting Next-Gen Advisors
J.D. Power study underlines firms’ investment in social media, AI, and branding while announcing winners for overall employee satisfaction
Breaking Through the Noise: Creative Social Media Strategies for 401(k) Advisors
Rebecca Hourihan offers five tactics to grab attention and build connections
Generational Investor Confidence High Thanks to More Options, Starting Sooner
Schwab Modern Wealth Survey finds each generation thinks it’s in a better position to achieve financial goals than the previous one
Why 401(k) Advisors Should Absolutely Create Social Media Content
Focus on what works best for you—market like the firm you want to be
Sheri Fitts Describes a MAJOR Social Media Early-Adoption Opportunity for 401(k) Advisors
Anyone who knows Sheri Fitts knows her hard-charging, yet fun, approach to marketing and branding. The speaker, consultant,…
Live From Tampa! A New Way to Differentiate Advisors: NAPA 401(k) Summit
'Imagine having your own television channel, radio show, and podcast'
Gen Z, Millennials Using Social Media for Financial Advice
Younger generations are inhibited by lack of guidance when it comes to retirement planning, says NAPFA
Advisors See ‘Dramatic’ Increase in Behavioral Biases Among Clients
Joint study shows the “unprecedented challenges, uncertainty, and volatility” of the COVID-19 pandemic helped fuel the surge
New Index Measures Trump Tweet Market Movement
Covfefe Tweet sparked curiosity and led to the Volfefe Index, tracking Trump’s social media effect on markets and volatility.
Follow Me: Clients Cool with Advisor Social Media Connections
More evidence that engaging with clients on social media is a good way to foster the advisor-client relationship…