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Compliant Twitter Social Media Profile and Search Keyword Tips and more

March 23, 2012 by Admin Leave a Comment

Social Video of the week contains 1) The Key to a Twitter profile and why its important 2) Sites to get Listed On. Wefollow.com 3) FINRA / SEC Compliance Static Content that needs to be Pre-Approved 4) Help aid in prospects finding you! Please take our FREE Online and Social Media Assessment

Compliant Linkedin Profile and Search Ranking Tips for Financial Advisors

March 21, 2012 by Admin Leave a Comment

Social Video of the Week Covers…
1) The Key to a LinkedIn profile and why its important
2) How to Move Up in LinkedIn Search via Lewis Howes author of Linkedworking
3) FINRA / SEC Compliance Static Content that needs to be Pre-Approved
4) Help aid in prospects finding you

Recommended Advisor Compliant Social Video of the Week Introduction

March 21, 2012 by Admin Leave a Comment

Over the next few months, we will show you how Social Communication Technology can help you improve in Prospecting (Who to Talk to, Where to find them, What tools do I use, Why, How to execute Presenting Solutions (ways to leverage technology to present more effectively and efficiently), and Follow-up (Contact Strategy & Organization).

LIVE FREE WEBINAR: Can’t Miss Compliant Social Media Strategies THAT Financial Advisors Can Use Right Now To Grow Their Practice

March 17, 2012 by Rich LoPresti Leave a Comment

This Can’t Miss, all inclusive webinar will cover complaint beginner strategies for advisors just getting started in social media, as well as compliant intermediate strategies for advisors ready to take the next step.

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Featured Videos

New York University: Social Media

Creating Social Media Opportunities in Wealth Management: A Fad or a Fast Evolving Reality?

  Creating Social Media Opportunities in Wealth Management: A Fad or a Fast Evolving Reality?   Capstone by: Akanksha Ahuja @Twitter: akanksha_ahuja N e w Y o r k  U n i v e r s i t y – S c h o o l o f  C o n t i n u i…

New York Life's Protection Index

Social Media Scores a Touchdown!

Would you have ever thought that an insurance company would use social media to reach their business objectives?  I did.  The reason?  It works!  All a company needs to do is humanize their brand enough to connect with their target demographic.  Sounds simple right?  It is.  Financial institutions have to stop worrying about the buzz…

Social Media Networking Clock: Time for Social Networking

How to Make Time– Social “Call Blocks” for Financial Advisors!

Where Does the Time Go? Financial Sales Professionals Have “NO TIME” for Social Media.  That is a common excuse among the status quo.  We all have the same amount of time in a day, no more, no less.  Everyone’s life is busy, everyone wants more time.  How do you get more time?  Stop wasting it! …

Latest Tweets

  • Does anyone at @VerizonWireless care about their customers? #fail #experiencekeepsgettingworse about 52 mins ago
  • John Ruskin: "When a man is wrapped up in himself, he makes a pretty small package." http://t.co/NY9yb7PZX2 MINDs #Quote about 1 day ago
  • FUTURISTIC MIND Getting Back to Basics: Why Brands are Getting it Wrong in Social Media http://t.co/y0YNgMEJTF about 2 days ago
  • FUTURISTIC MIND Internal social networks improve communication + collaboration when empowered to do so http://t.co/W279ferrmR about 6 days ago
  • Chuck Lorre, Steven Molaro and Eric Kaplan: "Ah! Memory impairment: the free prize at the bottom ... http://t.co/ps1gQ7O5iP MINDs #Quote about 6 days ago

Latest Blog Content

  • Creating Social Media Opportunities in Wealth Management: A Fad or a Fast Evolving Reality?
  • Social Media Scores a Touchdown!
  • How to Make Time– Social “Call Blocks” for Financial Advisors!
  • Social Media 101 for Financial Advisors
  • Advice for Financial Advisors to Incorporate Social Media
  • Making Social Media for Business Accountable, Actionable and Effective

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  • Rules, Regulations and Standard Repository
  • Financial Advisor Social Resources

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