Archive for Financial Advisor Resources
7 Steps to Referral-Rich Facebook FANS for Wealth Advisors
Posted by: | CommentsDo you know what a Facebook Fan is worth? $136.38! That’s according to a June study by Syncapse . Not only that, it turns out Facebook Fans are 28% more likely than non-fans to continue using a brand and 41% more likely than non-fans to recommend a fanned product to their friends
While this report may not directly apply to financial advisor and investment firms, it points to a new and largely untapped referral source for savvy financial advisors.
Here are 7 steps for a successful – and compliant – Facebook Page for your business…and turn on your referral engine: Read More→
Financial Advisors…which professional groups do you support?
Posted by: | CommentsWhether you are an RIA or RR, you have a wealth of professional resources available to support your business. One such active association is NAIFA, the National Association of Insurance and Financial Advisors. NAIFA offers members many educational and technical resources, along with the support of dedicated professionals who comprise this proactive group. NAIFA is just one of several organizations who work to represent the interests of financial advisors on the hill, and who serve to promote integrity, honor and community service within the local areas in which they operate.
As a member of the Tampa chapter of NAIFA, I recently moderated a panel of advisors who were honored by their peers. You can read about it here: http://bit.ly/byYdT1
Which groups do you participate in and support with your time and contributions? How do you benefit from them?
Please share your comments here in the interest of professional development.
Thanks!
- Debbie Nixon asks Four Advisors about their challenges
