Browsing Tag
social media
9 posts
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 401k 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
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…
Make Social Media Marketing Meaningful to Your 401k Business
Social media for social media’s sake doesn’t do much if done wrong. How do 401k advisors ensure it’s…
401k Advisors Largely Shun Digital Communication—But Shouldn’t
Advisors would love to conduct business in the “traditional manner,” and meet in person with clients as opposed…