Posts tagged as:

financial adviser

Custodians cozying up to advisors by helping with practice management issues

by on February 10, 2010

It’s getting really competitive out there in RIA land.  Custodians, in an effort to attract more new RIA business, are feeling the need to provide higher and higher level services to their RIAs. Practice management seems to be a way for custodians to differentiate themselves.  An article on the WSJ Financial Adviser site yesterday shows [...]

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Why Financial Advisers Are Too Professional to Really Use Social Media

by on August 28, 2009

Social media is an incredibly powerful tool to facilitate communication and build financial services practices through expert content marketing.  It’s not about trendy technologies or how many Facebook friends you have.  It’s about having the right voice online and building a community of people around that online presence. Most financial advisers who have made the [...]

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