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Role of Social Media Marketing Explored for Smaller Fund Managers and Advisors

Confronted with the shock of the new, according to Advisolocity's D. Bruce Johnston, it’s only natural for large organizations to trust that yesterday’s strategies will continue to work a little...

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Smaller Fund Managers Connect Social Media with Client Acquisition

A number of investment service providers and publications have been tackling the implications of the growing realization that revenue growth likes social media. On August 3, Huntington Asset Services,...

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Is your client acquisition strategy working as hard as you are?

Beyond your referral network there is a universe of individuals who are looking for the expertise you practice every day. Advisolocity's latest webinar, "Where Social Media Meets Client Acquisition,"...

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Attention RIAs: The SEC Wants to Read a Good Brochure — Yours

The SEC is looking for some good reading material from America’s 38,000-plus Registered Investment Advisors. And the story has to be told in “plain English,” a standard that was irrelevant when RIAs...

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Small Businesses Are Trying and Liking New Communications Strategies

Even in an uncertain recovery, many smaller businesses are committed to expanding their presence, yet have little appetite for going back to business as usual. The pattern that characterized the...

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Going green just makes good business sense: Barron’s

Advisolocity's D. Bruce Johnston noted that one of the positive virtues of social media networking, for example, is its greenness. "We'd rather use electrons in our posts than chop down another tree...

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The social media mind: Q&A with Amy McIlwain

"For advisors, social media is about more than marketing:" Amy McIlwain, President, Financial Social Media.

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AlphaSegment Expands Creative Platform with West Coast Presence

BOSTON October 30, 2013 As the ranks of retiring baby boom financial professionals continues to grow, investor access to qualified, well-trained financial advisors is coming under pressure, according...

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To These Financial Advisors, Social Media Is Downright Neighborly

By John C. Drachman From Sugar Land, Texas to Atlanta, Georgia, financial advisors like Curtis A. Smith and Russ Thornton are finding that attracting new business in cyberspace can be as carefree and...

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