Social Media Tips to Enhance Your Marketing Plan

September 15, 2014

By Annette Bau, CFP In today’s high-tech world, everyone knows that a major component of advisor marketing success is the effective use of social media. Pay close attention to the following tips and you soon will be in a position to take advantage of the opportunities that will come your way when you use social media in your financial practice. The key to an effective social-media strategy is to consistently connect, share and grow your online reputation. Create a plan, consis...

An Untapped Market

September 15, 2014

By Ayo Mseka As Millennials become more established in their careers, they are generally not on the radar of most financial advisors, reveals new research from the Principal Financial Group. According to The Principal Financial Well-Being Index: Advisors, a nationwide study of 614 financial advisors conducted online by Harris Poll for the Principal Financial Group in the second quarter of 2014, only 18 percent of financial advisors surveyed are targeting clients in Generation ...