Archives

All Posts Tagged Tag: ‘Social Media’

Wealth Professional | The advisor’s ultimate guide to Twitter

Bird

Dom Sagolla sat down with media at an international conference in Australia to explain not only why Twitter works so well, but how financial advisors can get started and the best way that they can leverage the social media platform. 1.    The numbers First of all, Sagolla says, know the numbers. He says that 10 per cent of the people …

Read More

Wealth Professional | No wonder these people need advisors…

MP900387799

Canadian investors prefer the short soundbites of Kevin O’Leary or Larry Kramer to proper analytical print media such as the Report on Business, Wall Street Journal orFinancial Post, according to a new survey. However, despite the increasing popularity and adoption of social media, they still rely on traditional news media as sources for investing information and advice. The study, conducted for BMO InvestorLine, …

Read More

Investment Executive | Advisors cautioned on using personal social media pages

There is a fine line between what you are posting professionally and what you are posting personally in the social media world, and advisors need to be aware of what the implications are between the two, says Joseph Bajic, chief compliance officer and vice president, compliance with Toronto-based Assante Wealth Management. “I’m an old fashioned compliance guy so I always …

Read More

Investment Executive | Four keys to social media success

Having a formalized structure to organize your social media connections is important to success, says Sara Gilbert, founder of Strategist in Montreal. But so, too, is having a detailed “content map” for the kinds of information you share. A content map helps focus your posts on ways that you can help clients rather than just trying to pitch them new …

Read More

Investment Executive | Four keys to social media success

Having a formalized structure to organize your social media connections is important to success, says Sara Gilbert, founder of Strategist in Montreal. But so, too, is having a detailed “content map” for the kinds of information you share. A content map helps focus your posts on ways that you can help clients rather than just trying to pitch them new …

Read More

Investment Executive | Manage your social media connections

Building a loyal group of “followers” or “connections” on social media sites can be a boon to your ego, but it doesn’t necessarily translate into a bigger book of business, says Sara Gilbert, founder of Strategist in Montreal. “That is the quandary many advisors face in the digital age,” Gilbert says. “How do you translate relationships made in cyberspace into …

Read More

Financial Planning | 8 things advisors should know about social media compliance

This article is based on the United States. It is not Canadian. Many financial advisors hesitate to use social media because they are concerned about compliance. This is certainly understandable, but current rules allow plenty of flexibility to use social media effectively. In this slideshow, Robert Sofia, co-founder and COO of Platinum Advisor Strategies, attempts to demystify social media compliance …

Read More

Advisor.ca | Enhance transparency, loyalty through social media

ING Direct’s leader, Peter Aceto, has been labeled “The Social CEO.” He sees leveraging social media as one of the main ways Canadian businesses can grow and outpace their global competition. And this exactly what our country needs, said Aceto at an Economic Club luncheon last week. He asked attendees to further consider that Canada slipped from 12th to 14th on the …

Read More

Advisor.ca | Overcoming social media barriers

Everywhere you look these days, we are all being urged to engage in social media to market our businesses and deepen our relationships with clients. This may sound good but there are some serious barriers preventing advisors in particular from reaching their true potential. Here are the top four barriers and how you can overcome them: Continued…

Read More

Advisor.ca | Your password is not safe

More than 90% of user-generated passwords will be vulnerable to hacking in a matter of seconds, according to Deloitte’s Canadian Technology, Media & Telecommunications (TMT) Predictions 2013 report. “Passwords containing at least eight characters, one number, mixed-case letters and non-alphanumeric symbols were once believed to be robust. But these can be easily cracked with the emergence of advance hardware and software,” says …

Read More

Page 1 of 712345»...Last »