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Financial Planning June 1, 2011 John Comer	Linking In When you talk about social media, Facebook and Twitter tend to get most of the buzz. But many financial advisors might not realize that another network may generate better results: LinkedIn.
Registered Rep. December 21, 2011 Boswell & Nichols	Deeper Prospect Conversations with Linkedin Here are some ways to spark more substantial conversations leveraging LinkedIn information. (Also, don't be afraid to mention LinkedIn. In today's world it's far from taboo!).
Commercial Investment Real Estate Jan/Feb 2013 Dennis LaMantia	LinkedIn Logic For anyone looking to digitally connect with commercial real estate professionals, LinkedIn is a logical first step. The following tips can help unlock the site's potential.
Commercial Investment Real Estate Mar/Apr 2014 Gray & Ryan	B2B Research LinkedIn can be a powerful business-to-business tool for the real estate industry. However, commercial real estate professionals have to put the time in to dig for the information.
Registered Rep. August 19, 2011 Kevin Nichols	Five Tactics for Leveraging Social Media in Volatile Markets The following are five social media tactics forcommunicating your calm presence, bolstering your brand and simultaneously finding new prospects in tough times.
Registered Rep. November 27, 2014 Matt Oechsli	The New Cold Calling? The following is an excerpt from The Indispensable LinkedIn Sales Guide for Financial Advisors that I co-authored with Kevin Nichols.
Registered Rep. February 23, 2012 Boswell & Nichols	Fast Track: 10 Common Social Media Faux Pas' Here are some common social media faux pas advisors have made over the past few years.
PHONE+ Justin Chugg	Using LinkedIn for Lead Generation How channel partners can use LinkedIn to generate sales leads.
AFP eWire November 18, 2015 Heather Blue	How to be a Fundraising Opportunist on LinkedIn By learning how to leverage LinkedIn as a multi-purpose tool, you will improve your ability to communicate and engage with donors
Commercial Investment Real Estate Nov/Dec 2008 Stephanie Bell	C U Online Social networking sites offer several ways to increase your contact base.
Registered Rep. May 13, 2013 Matt Oechsli	Ahead of the Curve on Social Media Some advisors got a head-start in figuring out this social media thing. Here's how they did it.
Financial Planning September 1, 2012 John J. Bowen, Jr.	Planners: Reset Your Social Media Strategy to Attract Affluent Clients Improve your efforts to attract affluent clients through LinkedIn and Facebook (and not Twitter).
Financial Advisor June 2008 David J. Drucker	Linking Up How can financial advisors use networking sites to their advantage?
Investment Advisor July 2010 Ray Sclafani	The High-Performance Coach: The Five Myths of Professional Networks Why you need professional advocates.
Financial Advisor June 2011 Michael W. Byrnes	Social Media Networking Becomes Even More Important Whether a believer or disbeliever in the power of social media, it is important to see the trends and know how business will be impacted. This article shares three things to keep up with as the industry evolves.
Registered Rep. June 17, 2013 Anne Field	First Timers Cold calling is out; networking is in. Here's how to jump start a practice -- from scratch.
Registered Rep. September 7, 2011 Boswell & Nichols	5 'New Advisor' Networking Tips for Tough Times Networking in today's environment is more important than ever before. People are searching for answers, and your objective is to be front and center.
Registered Rep. November 9, 2011 Boswell & Nichols	Keys to Generating New Advisor Introductions Introductions are an extremely high impact activity when done correctly and they can be just as effective for someone who is brand new to the business as they are for a 30 year veteran.
Job Journal December 14, 2008 Penelope Trunk	Brazen Careerist: Online Networking Etiquette How to get the most from your online professional network.
On Wall Street October 1, 2013 Alix Stuart	A Social Media Presence May Enhance Business Now that advisors are (finally) allowed to use it, social media is finding its place in the marketing arsenal.
Financial Advisor July 2010 Andrew Gluck	A New Era With broker-dealers now starting to embrace social media, advisors have many more ways to market their firms.
PHONE+ July 27, 2009 Mike O'Neil	Using Social Media to Build Your Business Whether you're a business owner, channel manager, sales professional, sales engineer or even a lead generator, social media can provide a tremendous competitive advantage for you and your business.
Financial Planning December 1, 2009 Chris Hall	Socially Adept Participation in social media -- LinkedIn, Facebook, Ning, Groupsite, Twitter, blogs, YouTube -- is now a workplace reality.
AFP eWire September 25, 2012 Paul Nazareth	LinkedIn as a Multi-Dimensional Fundraiser's Resource Nicknamed the "Facebook of Business," LinkedIn has evolved into a highly productive tool for both for-profit business and social-profit philanthropy.
Financial Advisor June 2009 Andrew Gluck	Social Networking And Advisors Advisors are barely scratching the surface in their use of social networking.
ONLINE Nov/Dec 2004 Debbie Bardon	Online Social Networking for Business: An Interview with Konstantin Guericke, Marketing VP, LinkedIn These networks connect people based on who those people know rather than who they are. Think of it as accessing not only your Rolodex but also those of your neighbors.
Registered Rep. March 3, 2010 Kristen French	New Social Networking Site Targets FAs LinkedFA is a new website is trying to cash in on the social networking craze and resolve some of the thorny regulatory questions that social networking sites raise for financial advisors.
On Wall Street April 1, 2011 Todd Colbeck	High-Net-Worth Marketing In Three Easy Steps High-net-worth clients are less likely to respond to direct mail seminars and advertising. Introductions are the preferred way for them to meet a new advisor. Try these techniques.
CRM August 8, 2014 Martyn Etherington	The Dos and Don'ts of Implementing a Social Selling Program Use social channels to enhance sales fundamentals, not replace them.
Registered Rep. August 18, 2011 Matt Oechsli	Capitalizing on Crisis Four steps to get a handle on your practice and capitalize on this crisis.
InternetNews March 8, 2006 David Miller	LinkedIn to Offer New Free Services Business networking service LinkedIn is making it easier for users to connect with everyone they ever knew. They are expected to reach profitability this month, thanks to a set of new premium services.
Registered Rep. August 10, 2011 Boswell & Nichols	Shaky Markets, Substantial Opportunities With memories of 2008 looming in the background, the Dow plunging in response to a AAA downgrade and media pundits fueling fear and uncertainty everywhere you turn, it's natural for investors and advisors to become a bit nervy.
Job Journal December 13, 2009 John Challenger	Social Networking as a Job-Search Tool Tweet with Care It is estimated that over half of US adults online are now utilizing social networking sites. The rapid increase in use by business professionals and company recruiters has made participation in these online marketplaces essential for serious jobseekers.
Search Engine Watch November 10, 2008 Ron Jones	Build Your SEM Network -- Get LinkedIn How does one go about getting a job in search, or enhancing their career as a search professional? A partial answer to this question is to use a social networking tool like LinkedIn.
Financial Advisor March 2010 Joel P. Bruckenstein	Beware The Pitfalls The advantages of social media for advisors are being trumpeted loudly, but the risks are heard less.
Registered Rep. June 1, 2012 Anne Field	Courting Centers of Influence Getting referrals from COIs requires some strategy. Here's what worked for a few advisors.
InternetNews September 3, 2008 Mike Elgan	Social Networking: What Are 'Friends' For? Consider dropping your resistance to "open" social networking and embrace it with a vengeance. It's the best thing to happen to our species since language.
Registered Rep. October 27, 2011 Kristen French	Momentum Building for Social Media Adoption in Financial Services Financial firms that are using social media are not talking about their products or engaging their customer base.
CRM January 25, 2013 Benjamin Lederer	Making Use of Social Media Data A social CRM or contact management system can function as your business command center, supplementing contact, company, and industry information with social data, including profiles and comments.
Registered Rep. December 7, 2011 Boswell & Nichols	Scheduling a Rainmaker's December Remember, December can be ideal for social prospecting. Stay busy, approach each interaction with strategic intent, an you'll go into January with a full head of steam.
On Wall Street June 1, 2013 Todd Colbeck	Establishing an Online Presence and Social Media Strategy Build a sharp online presence and social media strategy to help interact with clients.
Job Journal August 6, 2006 John Challenger	Beware What You Share Online The explosive growth of social networking websites, such as MySpace, Friendster and Facebook, could revolutionize job searching for younger generations.
Registered Rep. September 20, 2011 Boswell & Nichols	Network Builders for New Advisors Social networks are big business for financial advisors. Your marketing efforts depend on the number and quality of connections you develop.
Financial Advisor November 2010 Cliff Campeau	Finding A Standout Here's what an investor might look at in deciding whether to hire your firm.
Registered Rep. May 27, 2015 Anne Field	#SocialMediaSavvy Bob Stone, co-founder of Telemus Capital in Southfield, Mich., runs a thriving practice with about $2 billion in assets. His quandary is what to do about social media.
Registered Rep. May 25, 2011 Lauren Barack	Morgan First On Wall Street to Crack Social Media Code Morgan Stanley is in the process of testing a pilot program that would allow its financial advisors to interact with clients and others on social media websites Twitter and LinkedIn.
Inc. August 2007 Michael Fitzgerald	Let's Get Together Online social networks have the potential to connect you to a vast world of people and resources, and they've gone from fad to fact of business life.
CRM August 27, 2013 James Paterson	Social CRM and the Legal Industry The payoff can be high for firms that embrace new technologies.
PHONE+ Jean Kelley	Take Your Business Networking to a New Level While purely "social" social networking sites can have a business aspect to them, it's important for business owners, executives and managers to have a strong presence on the tried-and-true business networking sites (example: LinkedIn).
Investment Advisor August 2006 Susan L. Hirshman	The Wealth Advisor: Lessons From the Best With a targeted client plan consisting of an integrated approach for client segmentation, actively pursuing referrals, and furthering meaningful client contact, financial advisors will be on their way to meeting their clients' financial needs.