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Registered Rep. May 19, 2014	The Top Six Reasons Advisors Won't Use Social Media Based on our survey of 447 advisors sponsored by NFP, we broke down the challenges that firms face in their efforts to adopt a social strategy.
Registered Rep. May 14, 2014	The Top 10 Business Reasons Advisors Use Social Media Social media has become a major part of the daily routine for some financial services professionals, but how are they using it?
Registered Rep. March 29, 2012 Jerry Gleeson	Social Media Works, Advisors Say Social media is gaining momentum with financial advisors, new research by Registered Rep. and wealthmanagement.com shows.
Registered Rep. November 4, 2014 Megan Leonhardt	Wires Have Biggest Social Media Footprint Out of all advisors, it's those sitting at banks who are most reluctant to embrace social media -- only about one out of every five use it, a number that has not budged much from previous years.
AFP eWire March 2, 2010	Social Media Builds Support, But Fundraising Lags Overall Respondents to a recent survey felt social media channels were generally effective for enhancing relations with an existing audience and reaching out to new supporters, but less so for raising money.
Financial Planning September 1, 2010 Donna Mitchell	Social Value A joint study of 144 registered investment advisors by Pershing Advisor Solutions and Aite Group offers evidence that social media is more than an afterthought for advisors. Instead, it's a useful tool for reaching potential customers.
Registered Rep. October 31, 2014 Megan Leonhardt	The Lost Opportunity Despite the greater freedom and advantages using the tools can bring, only 53 percent of advisors at RIA firms are using social media for business.
InternetNews August 7, 2009	Facebook Moving Up Fast in the Enterprise Study reveals growing use of Facebook, but watch out for Microsoft and IBM. Brand loyalty, customer service, customer loyalty and acquisition were the top benefits noted.
CRM December 1, 2010 Lauren McKay	The 6 Goals of Social Media Marketing Social media usage report reveals that for marketers social media is now a strategic initiative, good content is king, and video will be the hottest social channel.
Financial Advisor February 2012	Social Media Losing Some Appeal With Financial Advisors Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses.
Fast Company Neal Ungerleider	Report: 63% Of Users Consider Twitter And Facebook A Source Of News Self-proclaimed social media gurus, listen up: A new study says that more Twitter and Facebook users are turning to the platforms primarily for news.
Fast Company Ekaterina Walter	Why Marketers Love Instagram And Pinterest Marketers value social media marketing -- especially visual marketing -- more highly than ever before.
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.
Registered Rep. October 30, 2015	The State of Independence: Robo Rising Advisors like automated investment platforms for a number of reasons.
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.
The Motley Fool March 11, 2011 Tim Beyers	To Get Rich, LinkedIn Goes After Google The site tries to stand tall among social media's superstars by launching a social news service.
Food Processing February 2009 Erin Erickson	Join the FoodProcessing Community Thanks to the wonders of social media, you can connect with other members of the food industry at the click of a mouse (and maybe a few keystrokes).
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.
InternetNews May 3, 2011	Salesforce Closes $326 Million Deal for Radian6 Salesforce.com completes its acquisition of social CRM vendor - what happens now?
CRM August 10, 2012 Jesse Noyes	Seven Steps for a Social Contact Strategy When it comes to sales, establishing trust is key.
Registered Rep. April 4, 2012 Diana Britton	Yield of Dreams: Can American Funds Win Back Advisors? American Funds, which has notoriously and historically been media-shy, is now trying to change that, at least with advisor-facing publications.
Bank Technology News May 2009 Rebecca Sausner	Know Your Customers Means Knowing Your Social Media Facebook, Twitter, Linkedin and the next social media platforms sure to emerge present pressing questions for retail banks: Should we be there?
Fast Company Neal Ungerleider	Facebook To Start Sharing Ad Revenue With Video Partners The move is similar to YouTube's profit-sharing mechanism, and is aimed at the same brands that work with YouTube.
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.
Financial Advisor July 2011 David Lawrence	Learning To Socialize Integrating social media into your advisory practice takes careful evaluation to get the most from what it has to offer.
Registered Rep. April 17, 2014 Britton & Leonhardt	Top 10 Most Influential IBDs on Social Media As consumers increasingly turn to social media to shape their perception of a company or brand, advisors should be aware of their firm's social media footprint.
Registered Rep. September 19, 2011 Diana Britton	More Advisors Using, Prioritizing Social Media, Survey Says Not only are more advisors using social media for business purposes, but more are making it a priority.
CRM September 13, 2011	Facebook Fans More Likely to Recommend a Brand, Buy Products Report on consumer behavior highlights the need for small businesses to be active on Facebook.
InternetNews February 2, 2010	Facebook Seen as Biggest Threat to IT Security New survey from Sophos highlights concerns about using social media sites inside the enterprise.
Investment Advisor June 10, 2011 Janet Levaux	BDs Beware: Banning Facebook Is Bad Policy, Says Socialware's Chad Bockius Socialware CEO says that prohibiting use of Facebook, Twitter and LinkedIn might lead to financial advisors switching firms.
Financial Planning May 1, 2008 Stacy Schultz	Client Loyalty The most common reason affluent investors leave their financial advisors is because their advisor does not answer their calls, according to a new report.
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.
InternetNews December 20, 2010	Open Groups Brings LinkedIn Content to the Web While maintaining the option to keep their groups private, LinkedIn's new Open Groups gives group moderators the choice of opening up to the wider Web.
Registered Rep. December 21, 2011 Diana Britton	Aite: Bloom Coming Off the Rose of Social Media? Financial advisors are just getting started, and already, the bloom seems to be coming off the rose, Aite Group says.
The Motley Fool January 2, 2011	Facebook Narrowing Gap With Google? The social-networking site passed Big G as the most-visited site in 2010.
Investment Advisor February 2009 Kara P. Stapleton	Stressed Out? It's no news that advisors are overwhelmed, considering the behavior of the markets and the state of the economy.
CRM November 1, 2005	The Pulse: How Are You Using Blogs in Your Business? This reader poll shows what percentage of respondents are using and managing blogs and/or RSS feeds at their enterprise.
InternetNews February 26, 2010	Firms Casting a Wide Net for Social Media New research suggests that as businesses explore social media tools to promote themselves and engage with customers, many are looking beyond the big communities like Facebook and Twitter.
On Wall Street May 1, 2013 Lorie Konish	Younger Clients Need More Direct Contact from Advisors Twenty- and thirty-somethings take investing cues from their parents, and advisors need to reach them by phone or have face-to-face contact, according to a survey.
Investment Advisor April 21, 2011 John Sullivan	Commonwealth Financial to Allow Rep Access to Social Media Beginning in early June of 2011, it would allow its advisors to use social media, including Facebook, Twitter, LinkedIn and blogs.
AFP eWire July 5, 2011	What Good is Facebook? Having a Facebook page for your nonprofit can help drive traffic to your website and raise awareness of your organization, but it is proving less effective at helping an organization recruit volunteers and raise funds, according to a recent survey.
Registered Rep. June 1, 2012 Diana Britton	Burnt Out on Social Media? The new tools aren't winning business the way they used to.
Job Journal February 10, 2013	Social Media Savvy -- The New Job Search Skill Job-seeking methods have evolved along with technology, and employers are embracing social media websites to identify, research and hire candidates. If you don't have a social media presence, it's time to create one.
PHONE+ Justin Chugg	Using LinkedIn for Lead Generation How channel partners can use LinkedIn to generate sales leads.
Fast Company David Lumb	Watch Your Back, Facebook: Twitter's Testing Video Autoplay Too Don't be startled by the cacophony suddenly emanating from your Twitter feed: The company started testing video autoplay yesterday, according to Advertising Age
CRM November 2014 Maria Minsker	How to Create the Right Content for the Right Social Channel Marketers should understand and leverage the unique qualities of each network to drive conversations and conversion.
Entrepreneur September 2009	The Twittering Class How social media can elevate your company's online cred.
Financial Planning September 1, 2007 Elizabeth O'Brien	Advisor Pulse Advisor, advise thyself! A recent survey finds that most advisors did not understand the market value of their business or have a succession plan.
On Wall Street May 1, 2010 Gerri Leder	Keeping In Touch And Getting New Business With Social Media Personal use of Facebook and business use of LinkedIn are converging, sometimes leading to new business and sometimes just rekindling relationships with acquaintances who might otherwise be lost.
Registered Rep. September 30, 2014	Advisor Views on ETFs As exchange traded funds continue to take more market share, the number of advisors using the structure increased to 84 percent in 2014, up from 82 percent in 2013.