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Monthly Archives: February 2014

Great Online Tools to Help Financial Advisors Grow Their Business

Computer keyboard with tools key

Most financial advisors are aware of the fact that technology can help them become more efficient and ultimately expand their business. However, a common problem many advisors encounter is trying to pick the right tools from the seemingly endless number of options that are available. Continue reading

11 Social Media Stats Financial Advisors Need to Know

Social Media

It’s no secret that hundreds of millions of people use social media on a daily basis. And if you take into account how many people around the world use one or more social media sites at least once a month, that number goes over a billion. While social media are quite popular, plenty of professionals have doubts about whether they are a viable way to connect with their target demographic. Continue reading

What’s the Difference Between a Registered Investment Advisor (RIA) and a Broker


It’s common for brokers to offer investment advice to their clients. The same goes for brokers providing various financial planning services. In fact, it’s not uncommon for brokers to use marketing materials that position them as a type of advisor. However, just because brokers like to brand themselves in that manner doesn’t mean they offer the same level of service as a Registered Investment Advisor (RIA). Continue reading

How Financial Advisors Use Social Media

Close-up businessman click on social network

Over the last decade, social media have completely transformed the Internet. Since the beginning, one of the traits that has separated the Internet from other communication media is that it’s a two-way street. But the reason social media has had such a major impact on the Internet is the encouragement given to everyone to take advantage of the freedom of expression. Instead of limiting comments and posts to niche sites like forums, most Internet users now want to express themselves in a wide range of places and times online. Continue reading