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  • Social media employee engagement

Are you looking to gain more traction with your social media posts? Start with your own team

By |05/06/2022|

When our clients ask us how to increase their social media reach and engagement, we counsel them to look first at whether and how much their own employees share and like their corporate or thought leaders’ posts. The Twitter and LinkedIn algorithms that determine what is shown on a user’s feed favor posts that quickly attract high levels of engagement. [...]

LinkedIn: Is Your Firm Making the Most of the Social Media Platform?

By |09/21/2021|

   By now, most financial services firms are aware of the marketing power of LinkedIn. Even if they don’t use social media platforms such as Twitter or Instagram, it’s rare to come across a firm that isn’t on the professional networking site. LinkedIn says its members are 2x more likely to seek financial advice on the platform and are 1.7x [...]

The Subtleties of Voice, Tone and Style on Financial Social Media

By |06/17/2021|

Gone are the days when being active on social media is optional. Social media should be seen as an extension of a robust communications strategy; however, simply having a presence is not enough. Social media is an important place for firms to highlight media coverage, leverage thought leadership, reach new audiences and extend their brand’s reach.   Social media is an extension of an overall communications plan. Just as it is important to have a consistent brand [...]

LinkedIn’s advertising platform is changing – and B2B firms should pay attention

By |01/29/2019|

LinkedIn is the No. 1 platform for business-to-business (B2B) marketing, with 94 percent of B2B marketers using the channel for content distribution. According to the site, LinkedIn is also the biggest driver of traffic to B2B websites and blogs, with half of all social media referral traffic stemming from LinkedIn. Recent changes to its advertising platform make the social channel [...]

  • social media content strategy

Social media content strategy: Not a one-size-fits-all approach

By |12/12/2018|

All social media platforms are not created equal. To increase engagement rates and the odds of connecting with your ideal audience, tailor your social media content uniquely for each platform. It’s helpful to take a step back and look at the demographics, audience reach and purpose of each platform, and then identify how they relate to your firm’s overarching goals. [...]

Putting down the mirror: How to improve your social media strategy by evaluating your competition

By |09/27/2018|

When trying to make impactful and lasting changes to your organization’s social media presence, it can be challenging to decide where to start. While it is imperative to periodically assess your own footprint and evaluate from within, don’t stay there too long. If you don’t take the time to look beyond your mirror, you’ll miss out on the valuable (and free!) information you could learn from examining the performance of your peers.   Although this process can be relatively time [...]

  • Video Marketing

Tips for sharing company videos on social media

By |12/19/2017|

Videos are an excellent way to share a message or tell a story that would be difficult to capture in a typical article or blog. If you’re creating videos for your clients, consider sharing it beyond your company’s website. Take it to the next level by posting the video across all social media platforms. Social networks like Facebook, Instagram and [...]

New form ADV requirements now in effect—list of corporate social media accounts required

By |10/02/2017|

As of October 1, the SEC has revised the questions in Form ADV based on its rule release IA-4509. One key area of revisions relates to social media. The SEC’s summary of all ADV changes is available here. The following screen shot from that PDF file shows the edits to the social-media and website-related questions. Several points of clarification are [...]

Consider how LinkedIn’s “Mentioned in the News” feature may impact your news release strategy

By |06/30/2017|

You may receive occasional emails from LinkedIn notifying you that you or one of your connections was mentioned in the news. These notifications are the result of LinkedIn’s automated “Mentioned in the News” feature, in which an algorithm searches for online news articles, and matches names in these articles to LinkedIn members or organizations. Consider how this feature relates to [...]

Social media for financial advisors is here to stay

By |10/18/2016|

In its recent survey of more than 1,000 professionals, Putnam Investments found that 85% of advisors – up from 75% in 2014 – are actively using social media in their day-to-day work, and they continue to become more sophisticated in their use of multiple social networking platforms for business. Key findings from Putnam’s Social Advisor Study revealed: Effective use of [...]

What Facebook’s new News Feed algorithm means for financial services firms

By |07/15/2016|

In late June, Facebook announced changes to its News Feed algorithm that are likely to lower the visibility of many businesses’ posts and pages on Facebook. Specifically, companies that employ a Facebook strategy focused on organic reach—that is, generating views and click-throughs with non-paid posts—are likely to see a decline in their ability to reach their audience on the Facebook [...]

Tips for interacting with media on Twitter

By |03/27/2016|

Twitter reported a decline in active monthly users last quarter, and Joanna Stern of the Wall Street Journal wrote a story for “Twitter Quitters”, arguing why they should give the social network a second chance. It’s a great read for the occasional Twitter user and includes lots of helpful instruction. http://www.wsj.com/articles/how-to-make-twitter-actually-useful-1458065159 Besides the how-tos, what I found most interesting was [...]