Posts Tagged ‘Sales’
Wealthy investors want to be engaged
A May 2010 survey by ByAllAccounts found that advisors to wealthy investors aren’t making the most of these relationships – and lack of communication is the real problem. Here are the actions advisors, and firms, can take to help best serve these (and all) clients.
Surprise! Consumers use social networks for financial decisions
Spectrem, a financial research firm and consultant, surveyed 500 financial decision-makers in households with $50,000+ in annual income who spend at least two hours a week on the internet. “Two hours” means that this could be anyone from the recent college grad to your grandfather – in short, virtually anyone. The “Social Media and the [...]
Top 10 social media best practices
You can’t go a day without seeing a news article, blog post or tweet about the growth of social media. Many advisors, agents, firms and government agencies have already experienced the power of this new channel while many others are just getting started. In the financial sector, with the recent clarification from FINRA there is [...]
Advisor Spotlight: VitaVie Financial Planning & Social Media
Welcome to the first edition of our Advisor Spotlight. Our goal is to find financial advisors that are successfully using social media to build their business and highlight them here. Ideally we can all learn something from the efforts of these trailblazers as more and more advisors start to take advantage of social media. Kristin [...]
10 reasons you should use social networks for business
A while back The Harvard Business Review posted an article titled The Uber-Connected Organization: A Mandate for 2010. In the article they shared details about companies that are still blocking access to social media sites and those that have started to embrace the value these sites can offer. We’ve already shared some stats around companies [...]
Fans are great, connections are better
79% of the largest fortune 500 firms “use Twitter, Facebook, YouTube or corporate blogs to communicate with customers and other stakeholders”, according to a study done by PR firm Burson-Marsteller. That number is only increasing. As many companies start to embrace social networking a common first step is to create a Facebook “Fan page” (54% [...]
The Connection Coefficient
The evolution of the worker has accelerated in recent years. First there were the line workers completing repetitive tasks. Then came the knowledge worker who uses knowledge to be a more productive worker. And today we have the connected worker who uses connections to be more productive. Technology has been evolving at lighting speed in [...]



