The Social Media Handbook For Financial Advisors

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The Social Media Handbook for Financial Advisors

Author : Matthew Halloran
Publisher : John Wiley & Sons
ISBN 13 : 1118240863
Total Pages : 304 pages
Book Rating : 4.1/5 (182 download)

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Book Synopsis The Social Media Handbook for Financial Advisors by : Matthew Halloran

Download or read book The Social Media Handbook for Financial Advisors written by Matthew Halloran and published by John Wiley & Sons. This book was released on 2012-06-28 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Expert advice for financial advisors looking to make the most of social media platforms Social media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make the most of these new tools, offering invaluable advice about how to connect with potential clients in the twenty first century. For most advisors, converting prospects into clients is their top priority, and social media presents incredible opportunities for sealing the deal. Sales don't happen because clients are impressed by complicated charts, they happen because they're impressed by your social media presence, and by properly understanding how to make these new platforms work for you, you'll be positioned to see your business boom. Designed to teach financial advisors how to use social media to better market their services to attract new clients and referrals Presents expert communication advice from top financial advisor coach Matthew Halloran Categorizes communicators in a unique new way Teaches financial advisors how to use social media in new, highly effective ways that they've never even considered An essential resource for wealth managers and financial advisors looking to amplify their marketing message and raise their visibility in a crowded marketplace, The Social Media Handbook for Financial Advisors is the only book you need to make yourself heard.

Fa 4. 0

Author : Cidney Carver
Publisher : Outskirts Press
ISBN 13 : 9781432781262
Total Pages : 152 pages
Book Rating : 4.7/5 (812 download)

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Book Synopsis Fa 4. 0 by : Cidney Carver

Download or read book Fa 4. 0 written by Cidney Carver and published by Outskirts Press. This book was released on 2012 with total page 152 pages. Available in PDF, EPUB and Kindle. Book excerpt: Social media is as a big of a paradigm shift for the financial services industry as the internet was. On the one hand we have some advisors jumping into Social Media initiatives with such things as Facebook, LinkedIn and Twitter without any defined purpose, strategy or real understanding of the media. Conversely a financial services firm, or practitioner, who avoids social media does so at their own risk. This book will help you understand Social Media and web 2.0 strategies so that you can make an informed decision on how to effectively use the technology. Even if you do not feel that your business needs to utilize these tools it is critical to be aware of what they are and how they work as these forms of communication become the norm from cradle to grave and womb to boardroom much like email has. Facebook, Twitter, Blogs and LinkedIn are no longer ?Çÿteenage fads but are being used day in and day out by most of your clients, employees and vendors. Gaining a basic understanding of these technologies, how they work and what they can be used for is critical to your success if not you viability in the future. Even if you personally decide that the use of social media is not for you this book will serve as a basic reference. Co-written by a top producing financial advisor and a social media expert this book is for those in the financial services industry but will serve as a guide to anyone who is interested in social media as a marketing an communications tool.Cidney Carver- held several high profile internships related to Social Media, served as Chief of Content for Erik Qualman (Socialnomics) and had several articles published on the topic of Social Media all before graduating from Suffolk University with a degree in Public Relations in 2011. Cidney currently lives in Tel Aviv, Israel and continues to consult on PR, marketing and techonolgy and write on the topic.

The Socially Savvy Advisor

Author : Jennifer Openshaw
Publisher : John Wiley & Sons
ISBN 13 : 1118959078
Total Pages : 368 pages
Book Rating : 4.1/5 (189 download)

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Book Synopsis The Socially Savvy Advisor by : Jennifer Openshaw

Download or read book The Socially Savvy Advisor written by Jennifer Openshaw and published by John Wiley & Sons. This book was released on 2014-12-03 with total page 368 pages. Available in PDF, EPUB and Kindle. Book excerpt: The social media marketing bible for the financial industry The Socially Savvy Advisor: Compliant Social Media for the Financial Industry is the complete guide to creating an effective social media strategy without breaking the big rules. Written by an industry specialist Jennifer Openshaw, alongside Stuart Fross, Fidelity International's former general counsel, and Amy McIlwain, president of Financial Social Media, this book merges marketing basics with FINRA and SEC guidelines to help readers create an effective social media campaign specifically for the finance and investing world. Contributions from industry leaders at Charles Schwab, Citibank, and others provide inside perspective and experience so readers can tap into a new audience. With a focus on compliance, the book clears common hurdles while dispelling myths and outlining effective methods and techniques. Readers also gain access to a website featuring videos, Q & As, tutorials, Slideshare, and a social media policy template. Social media is one of the hottest topics in finance. From solo practitioners to large asset managers, everyone's consumed by how, when, and where to use this new and powerful medium—but guidance is hard to find. The Socially Savvy Advisor covers the entire issue, from platform, to content, to what not to do. Best practices in using social media for advisors and compliance officers Planning for the regulators, vs. failing to plan Challenges with LinkedIn, Facebook, Twitter and other social platforms Elements of a good social media policy Managing the top issues related to marketing and business development, engagement, and compliance With the right plan and the proper technique, social media marketing can dramatically improve client outreach and retention. The Socially Savvy Advisor provides the expert insight, tools, and guidance that shape a robust, effective strategy.

The Social Advisor

Author : Amy McIlwain
Publisher :
ISBN 13 :
Total Pages : 0 pages
Book Rating : 4.:/5 (135 download)

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Book Synopsis The Social Advisor by : Amy McIlwain

Download or read book The Social Advisor written by Amy McIlwain and published by . This book was released on 2014 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Financial Services Marketing Handbook

Author : Evelyn Ehrlich
Publisher : John Wiley & Sons
ISBN 13 : 111823636X
Total Pages : 214 pages
Book Rating : 4.1/5 (182 download)

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Book Synopsis The Financial Services Marketing Handbook by : Evelyn Ehrlich

Download or read book The Financial Services Marketing Handbook written by Evelyn Ehrlich and published by John Wiley & Sons. This book was released on 2012-02-08 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies. The FSM Handbook guides marketing and sales professionals working in an industry characterized by cut-throat competition, client mistrust, transformative technologies, and ever-changing regulation, to understand the practical steps they must take to turn these threats into opportunities. Providing invaluable information on how to target, win, and retain profitable customers, the book presents an overview of the basic marketing functions—segmentation, positioning, brand building, situational analyses, and tactical planning—as they relate specifically to the financial services industry. With up-to-date case studies, showing what has worked and, more tellingly, what hasn't, the book demonstrates how to effectively utilize the marketer's toolbox—from advertising and public relations to social media and mobile marketing. Discusses how social media (Twitter, Facebook, blogs, review sites) impact branding and sales Packed with new information on landing pages, email success factors, and smartphone apps Demonstrates how behavioral economics affect marketing strategy Case studies and charts are fully revised and updated The financial industry is under intense pressure to improve profits, retain high-value clients, and maintain brand equity without straining budgets. The first edition has become an industry-standard reference book and The Financial Services Marketing Handbook, Second Edition gives sales and marketing professionals even more of the information they need to stretch value from each marketing dollar.

Understanding Social Media

Author : Damian Ryan
Publisher : Kogan Page Publishers
ISBN 13 : 0749473576
Total Pages : 304 pages
Book Rating : 4.7/5 (494 download)

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Book Synopsis Understanding Social Media by : Damian Ryan

Download or read book Understanding Social Media written by Damian Ryan and published by Kogan Page Publishers. This book was released on 2015-04-03 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Understanding Social Media is the essential guide to social media for students and professionals alike. Drawing on the experience, advice and tips from dozens of digital marketers and social media superstars, it is an extensive crowd-sourced guide to social media platforms. Illustrated throughout with case studies from both successful and failed campaigns, Understanding Social Media democratizes knowledge of social media and promotes best practice, answering questions such as 'How do you create a compelling social media campaign?', 'How do you build and engage with an audience?' and 'Where is the line between online PR and social media drawn?' It is the most comprehensive and practical reference guide to social media available.

The Social Media Handbook for Financial Advisors

Author : Matthew Halloran
Publisher : Bloomberg Press
ISBN 13 : 9781118208014
Total Pages : 304 pages
Book Rating : 4.2/5 (8 download)

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Book Synopsis The Social Media Handbook for Financial Advisors by : Matthew Halloran

Download or read book The Social Media Handbook for Financial Advisors written by Matthew Halloran and published by Bloomberg Press. This book was released on 2012-07-31 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Expert advice for financial advisors looking to make the most of social media platforms Social media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make the most of these new tools, offering invaluable advice about how to connect with potential clients in the twenty first century. For most advisors, converting prospects into clients is their top priority, and social media presents incredible opportunities for sealing the deal. Sales don't happen because clients are impressed by complicated charts, they happen because they're impressed by your social media presence, and by properly understanding how to make these new platforms work for you, you'll be positioned to see your business boom. Designed to teach financial advisors how to use social media to better market their services to attract new clients and referrals Presents expert communication advice from top financial advisor coach Matthew Halloran Categorizes communicators in a unique new way Teaches financial advisors how to use social media in new, highly effective ways that they've never even considered An essential resource for wealth managers and financial advisors looking to amplify their marketing message and raise their visibility in a crowded marketplace, The Social Media Handbook for Financial Advisors is the only book you need to make yourself heard.

Social Media Strategies for Dynamic Library Service Development

Author : Tella, Adeyinka
Publisher : IGI Global
ISBN 13 : 1466674164
Total Pages : 414 pages
Book Rating : 4.4/5 (666 download)

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Book Synopsis Social Media Strategies for Dynamic Library Service Development by : Tella, Adeyinka

Download or read book Social Media Strategies for Dynamic Library Service Development written by Tella, Adeyinka and published by IGI Global. This book was released on 2014-12-31 with total page 414 pages. Available in PDF, EPUB and Kindle. Book excerpt: As social technologies continue to evolve, it is apparent that librarians and their clientele would benefit through participation in the digital social world. While there are benefits to implementing these technologies, many libraries also face challenges in the integration and usage of social media. Social Media Strategies for Dynamic Library Service Development discusses the integration of digital social networking into library practices. Highlighting the advantages and challenges faced by libraries in the application of social media, this publication is a critical reference source for professionals and researchers working within the fields of library and information science, as well as practitioners and executives interested in the utilization of social technologies in relation to knowledge management and organizational development.

KNOCK-OUT NETWORKING!

Author : Michael Goldberg
Publisher : Michael Goldberg
ISBN 13 : 1936901048
Total Pages : 388 pages
Book Rating : 4.9/5 (369 download)

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Book Synopsis KNOCK-OUT NETWORKING! by : Michael Goldberg

Download or read book KNOCK-OUT NETWORKING! written by Michael Goldberg and published by Michael Goldberg. This book was released on 2011-04 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt: Knock-Out Networking! is based on Michael Goldberg’s proven system for attracting more prospects, more referrals, and more business to the pipeline. These proven approaches have helped thousands of sales reps, sales managers, business owners, and job searchers change the way they develop relationships. And they will do the same for you!

Knockout Networking for Financial Advisors and Other Sales Producers

Author : Michael Goldberg
Publisher : John Wiley & Sons
ISBN 13 : 1119649102
Total Pages : 304 pages
Book Rating : 4.1/5 (196 download)

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Book Synopsis Knockout Networking for Financial Advisors and Other Sales Producers by : Michael Goldberg

Download or read book Knockout Networking for Financial Advisors and Other Sales Producers written by Michael Goldberg and published by John Wiley & Sons. This book was released on 2020-03-31 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: 90% of financial advisors fail at being financial advisors. Why? Because advisors, brokers, reps, and agents need to see more people to make more sales appointments. And nobody in their firm, agency, branch, or shop trains them how! Knockout Networking for Financial Advisors is the only book written for sales producers in the financial services industry focused on making more connections through networking In the wake of the COVID 19 pandemic, networking, developing relationships, generating referrals, and making important connections are as important as ever. The ideas and approaches in Knock Out Networking for Financial Advisors can be applied immediately to virtual meetings, online networking groups, social media, podcasts, and of course, phone calls. The problem is, most advisors and sales producers are not born networkers; they develop the skills and confidence through education, training, practice, and having a positive attitude. Knockout Networking for Financial Advisors covers everything you need to know about going to the right places (virtual or not!), saying the right things, and meeting the right people―essential skills for a financial advisor or sales producer that's serious about making more and better connections! The result? More prospects, more referrals, and more business. Author Michael Goldberg is a networking specialist, speaker, trainer, author (and boxer!) focused on helping financial advisors, brokers, agents, reps, wholesalers, and other sales producers grow their business or practice through networking. In this must read if you're a financial advisor book, you will learn how to: Confidently meet and greet new people in business settings Further define your Target Market to establish more and better connections Deliver a knockout elevator speech (not a script!) Generate more prospects and referrals from current client base Establish important relationships generating more business opportunities Bottom line, networking is the most effective way to attract more prospects, more referrals, and more business to your corner. Remember—keep the left up!

Social Boom!

Author : Jeffrey Gitomer
Publisher : FT Press
ISBN 13 : 0132686058
Total Pages : 201 pages
Book Rating : 4.1/5 (326 download)

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Book Synopsis Social Boom! by : Jeffrey Gitomer

Download or read book Social Boom! written by Jeffrey Gitomer and published by FT Press. This book was released on 2011 with total page 201 pages. Available in PDF, EPUB and Kindle. Book excerpt: "What's your company's social media policy? Probably shortsighted. Business social media, or, social networking, has become more than a global phenomenon. When combined with your online presence and online outreach, it's a global business phenomenon and a revenue generating phenomenon..."--Dust jacket flap.

The Social Media Handbook

Author : Nancy Flynn
Publisher : John Wiley & Sons
ISBN 13 : 1118084624
Total Pages : 386 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis The Social Media Handbook by : Nancy Flynn

Download or read book The Social Media Handbook written by Nancy Flynn and published by John Wiley & Sons. This book was released on 2012-03-06 with total page 386 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Social Media Handbook is a comprehensive risk and compliance management toolkit that walks employers step-by-step through the process of developing and implementing effective social media policy and compliance management programs that are designed to minimize—and in some cases prevent—social networking and web 2.0 risks and other electronic disasters. Throughout this important resource Nancy Flynn (an internationally recognized expert on workplace social media) offers a guide to best practices for creating safe, effective, and compliant electronic business communications. The book contains a thorough review of the risks inherent in employees' social media use and content and explores how organizations can help manage behavior, mitigate risks, and maximize compliance through the implementation of strategic social media compliance management programs. These programs combine written policies, supported by comprehensive employee education and are enforced by proven-effective technology tools. Once these policies and programs are in place employers can safely take advantage of the marketing and communications benefits offered by social media. Covering a wealth of material, the book includes vital information on topics such as social media and the law; managing records and e-discovery compliantly; regulatory compliance; privacy and security; blog risks and compliance rules; mobile devices drive social media risks; a seven-step plan for social media policy and compliance management; conducting a social media audit; creating social media policies; content rules and compliance; policy compliance and education; reputation management; and more. In addition to addressing pertinent topics on risk management, the book contains cautionary, real-life social networking disaster stories that show how organizations can lose revenue and reputations, reveals how employees can lose jobs, and explains how individuals can face public humiliation. The Social Media Handbook is a hands-on guide written for human resource professionals, information technology managers, legal professionals, compliance officers, records managers, and others who need to manage today's technology tools with up-to-date employment rules.

The Million-Dollar Financial Advisor Team

Author : David J. Mullen, Jr.
Publisher : AMACOM
ISBN 13 : 0814439217
Total Pages : 305 pages
Book Rating : 4.8/5 (144 download)

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Book Synopsis The Million-Dollar Financial Advisor Team by : David J. Mullen, Jr.

Download or read book The Million-Dollar Financial Advisor Team written by David J. Mullen, Jr. and published by AMACOM. This book was released on 2018-08-21 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on interviews with fifteen top financial advisors, this priceless toolkit contains universal principles to guide both veteran and new financial professionals to immediate success. This book features two complete case studies, featuring a “best of the best” advisor whose incredible success showcases the power of all the book's principles working together in concert, and an account of a remarkable and inspiring career turn around that demonstrates it's never too late to reinvent yourself. The Million-Dollar Financial Advisor distills these success principles into thirteen distinct step-by-step lessons that teaches you: how to build and focus on client relationships, have a top advisor mindset, develop a long-term approach, and much more. Brimming with practical advice from author David J. Mullen and expert insights from his interview subjects, The Million-Dollar Financial Advisor equips any financial advisor to succeed--regardless of market conditions.

Handbook of Financial Decision Making

Author : Gilles Hilary
Publisher : Edward Elgar Publishing
ISBN 13 : 1802204172
Total Pages : 463 pages
Book Rating : 4.8/5 (22 download)

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Book Synopsis Handbook of Financial Decision Making by : Gilles Hilary

Download or read book Handbook of Financial Decision Making written by Gilles Hilary and published by Edward Elgar Publishing. This book was released on 2023-08-14 with total page 463 pages. Available in PDF, EPUB and Kindle. Book excerpt: This accessible Handbook provides an essential entry point for those with an interest in the increasingly complex subject of financial decision making. It sheds light on new paradigms in society and the ways that new tools from private actors have affected financial decision making. Covering a broad range of key topics in the area, leading researchers summarize the state-of-the-art in their respective areas of expertise, delineating their projections for the future.

The Essential Advisor

Author : Bill Crager
Publisher : John Wiley & Sons
ISBN 13 : 1119260647
Total Pages : 181 pages
Book Rating : 4.1/5 (192 download)

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Book Synopsis The Essential Advisor by : Bill Crager

Download or read book The Essential Advisor written by Bill Crager and published by John Wiley & Sons. This book was released on 2016-05-02 with total page 181 pages. Available in PDF, EPUB and Kindle. Book excerpt: Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as old methods become less and less relevant. This book shows you how to turn this shift into a positive, by positioning your firm to maximize these new opportunities, and deliver the results and experience increasingly expected of financial advisors. You'll learn how to provide the transparency, hands-on interaction, and around-the-clock access today's clients demand, and how to consistently deliver service that robo-advisors cannot duplicate. Emerging technologies do not have to be a threat to your practice—they are tools that represent opportunities to provide greater service to your clients, and smart technology integration will be a hallmark of firms that survive the shift. This guide provides a clear vision of the future of financial services, and an indispensable management framework for maximizing your firm's future value. Advisors are increasingly confused about what clients are seeking, and clients are equally confused about what advisory firms offer that alternatives cannot. This book helps clear the air on both sides by examining the client's perspective of financial services, and helping advisors better communicate their strengths. Articulate the value of your services Leverage new technology to complement your practice Capitalize on opportunities and maximize your firm's value Position your firm to benefit from the changing consumer population Financial advisors can only grow their businesses if clients know what they do, know how to hire them, and can access them affordably. The Essential Advisor shows you to bring your firm into the future successfully.

Social Media Strategy Planner for Financial Advisers, IFAs, Wealth Managers and Financial Planners

Author : Philip Calvert
Publisher :
ISBN 13 : 9781703984842
Total Pages : 135 pages
Book Rating : 4.9/5 (848 download)

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Book Synopsis Social Media Strategy Planner for Financial Advisers, IFAs, Wealth Managers and Financial Planners by : Philip Calvert

Download or read book Social Media Strategy Planner for Financial Advisers, IFAs, Wealth Managers and Financial Planners written by Philip Calvert and published by . This book was released on 2019-10-30 with total page 135 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you an IFA, Financial Planner, Wealth Manager or professional Financial Adviser looking to attract more of your ideal clients through Social Media - but not sure how to get started?? In a world where consumers needing help with financial planning have a wealth of choices as to how they find, assess, refer and choose an adviser, IFAs and professional financial advisers have a golden opportunity to raise their profile, differentiate themselves and add value. However, with many advisers being late to the Social Media party, they are playing catch up with those who already have a clear online marketing strategy. This book helps financial advisers to get a clear picture of their ideal clients and how to create a Social Media strategy which helps them to stand out from the crowd, achieve their business goals and to attract more of the clients they really want. This is NOT a 'How To Use Twitter' guide, but a practical workbook to help you design your own Social Media strategy that you and your entire team can buy into and put into action. It also includes a ready-made Value Based Social Media Strategy for Financial Advisers. Order your copy of this valuable planner now...

Electronic HRM in the Smart Era

Author : Tanya Bondarouk
Publisher : Emerald Group Publishing
ISBN 13 : 1787143155
Total Pages : 380 pages
Book Rating : 4.7/5 (871 download)

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Book Synopsis Electronic HRM in the Smart Era by : Tanya Bondarouk

Download or read book Electronic HRM in the Smart Era written by Tanya Bondarouk and published by Emerald Group Publishing. This book was released on 2017-08-26 with total page 380 pages. Available in PDF, EPUB and Kindle. Book excerpt: This volume aims to critically reflect on the two-decades of the academic developments in the field of electronic HRM (e-HRM), and to analytically envisage its future developments. In this way, the volume greatly inform researchers, practitioners and university graduates about forthcoming developments in the field.