Social climber
Tags: SOCIAL networks; FINANCIAL planners
Related Articles
- IFA Life promotes best practice in social media. Tolley, Steve // Money Marketing;11/11/2010, p7
No abstract available.
- LinkedFA Set to Launch Social Networking Site�for Compliance Issues. // Securities Industry News;1/11/2010, Vol. 22 Issue 1, p6
The article presents information on LinkedFA which is the first social networking site built specifically for financial advisors and their clients.
- What's Your Value? Maseka, Ayo // Advisor Today;May/Jun2011, Vol. 106 Issue 3, p6
An introduction is presented in which the editor discusses how few forward-thinking producers are making the most of social media to help them quickly and cost-effectively market their services and receive instant feedback.
- Pumping a Client Pipeline. Leder, Gerri // On Wall Street;Jun2005, Vol. 15 Issue 6, p88
The article offers advice in turning a community network into a business connection. Financial advisers should recast their professional capabilities in terms of addressing issues that relate to them. Unleashing the power of the network comes down to finding the right moment to carve out their...
- Financial Planners Reach Out to Gen Y. Menchaca, Paul // American Banker;8/25/2010, Vol. 175 Issue 131, p7
The article focuses on efforts by the Certified Financial Planner Board of Standards to assist young adults establish intelligent financial habits through the use of internet social network sites such as Facebook and YouTube.
- Linking In. Comer, John // Financial Planning;Jun2011, Vol. 41 Issue 6, p101
The article discusses how financial advisors could utilize the business-oriented social networking Web site LinkedIn for their marketing. Financial advisors could use LinkedIn to build relationships with clients by connecting with them and sending personal notes. The Web site could also be used...
- Winning Over Gen Y. Kuehner-Hebert, Katie // Financial Planning;Oct2011, Vol. 41 Issue 10, p101
The article discusses how financial planners can attract and retain clients from the Generation Y group. It notes that planners are reaching Generation Y through the preferred venues of the latter which include text, online videos and the Facebook social network. It is said that recruiting the...
- Be Our Guest. Levin, Ross // Journal of Financial Planning;Apr2006, Vol. 19 Issue 4, p36
The article discusses the benefits of networking for professional financial planners. The Financial Planning Association holds a retreat every May, which allows financial planners to come together and discuss their business and make the connections that allow them to grow their firms and do...
- Earning the Right to the Relationship. Hubbel, Julia // Journal of Financial Planning;Jan2007 Supplement, p10
The article discusses networking for financial planners. Financial planners who are creating a business network should always ensure that each one of their contacts is a positive experience which ultimately creates value for the entire network. Financial planners share the ways in which they...
