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Social Media

BY John Sullivan | 2/1/2023
An interesting (scary) new report from Forbes Advisor details young Americans’ social media use in financial decision-making. Specifically, 79% of Millennials or Gen Zers have... Read More
BY Ted Godbout | 12/29/2022
Market volatility, increasing compliance pressures and a competitive landscape for wealth management professionals continue to challenge independent broker-dealers (IBDs) and registered investment... Read More
BY Spencer X Smith | 11/10/2022
Here’s how the digital version of you can help you achieve more confidence in your real-life interactions. “If you get a hit three times for each 10 at bats, you’ll be in the Hall of Fame.” This... Read More
BY Nevin E. Adams, JD | 10/18/2022
You may have missed it, but there’s been a bit of a “hub-bub” brewing on social media…about the impact of, and perhaps even the utility of, social media. Here’s some thoughts—and some tips. ... Read More
BY Spencer X Smith | 9/21/2022
In the early 2000s I was the drummer for a small rock band. I also booked the shows. I realized early on that success as a rock band—just like anything else—was more about networking and less about... Read More
BY Spencer X Smith | 3/23/2022
Who would you like to be online? How can you find your social media personality type to intentionally engage within digital communities?  Social media success is based on connecting with... Read More
BY NAPA Net Staff | 2/23/2022
Empower has launched an official brand presence on TikTok to deliver accessible and authentic financial information to meet young investors’ desire for more financial education, according to an... Read More
BY Spencer X Smith | 1/13/2022
Key Performance Indicators (KPIs) are a core component of measuring your business objectives. They’re often viewed as critical mileposts of success as specific KPI targets are both set and achieved.... Read More
BY Ted Godbout | 9/28/2021
Like it or not, social media platforms, as well as financial technology, are steadily becoming more favorable resources for Americans to make financial decisions, according to a recent survey.... Read More
BY Ted Godbout | 9/15/2021
Developing a “digital doppelganger” that’s working for you 24/7 to establish an online presence and develop name recognition can be the make-or-break difference in closing a deal, advises retirement... Read More
BY Ted Godbout | 9/3/2021
Technology and social media have changed what investing looks like for the public, particularly for younger people, lower-income individuals and people of color.  According to the results of... Read More
BY Spencer X Smith | 6/30/2021
Open your inbox and count how many times you’ve received an email like the following: “Hey Jane Doe, I’m just following up to see if you received my last email.” Or I’m “touching base” or “checking... Read More
BY Spencer X Smith | 3/18/2021
Before COVID-19, winning new business in the qualified plan space consisted of getting the right handful of people on a plane or in a car, sending them to the prospect’s location, and allowing them... Read More
BY Spencer X Smith | 12/21/2020
In 2002, our rock band Myopic Son started to get pretty big in West Lafayette, IN. We won a battle-of-the-bands competition at Purdue University, home to about 40,000 students. As a result, we earned... Read More
BY Ted Godbout | 10/13/2020
Nearly three-quarters of U.S. financial advisors who used social media for business were able to initiate new relationships or onboarded new clients since late February, according to a new study by... Read More
BY Spencer X Smith | 8/6/2020
Benjamin Franklin will never know this, but he gave you and me the only social media strategy we need: “Either write something worth reading or do something worth writing.”  Said another way... Read More
BY Spencer X Smith | 2/26/2020
Before my firm AmpliPhi Social Media Strategies was born, I was a very, very minor rockstar. There were some surprising business lessons I learned while performing as the drummer in (and manager of)... Read More
BY Spencer X Smith | 1/29/2020
When I was still wholesaling 401(k) plans in 2013, I was on an advisory board tasked with helping to devise our company’s social media strategy.  We bought a software system that allowed our... Read More
BY Spencer X Smith | 12/23/2019
Financial services companies are some of the most generous entities in existence. Here’s how to ensure that both you and the charities, nonprofits, etc., that you’re supporting gain the maximum... Read More
BY Spencer X Smith | 8/29/2019
One day in 1980, I was dropped off by a police officer at my parents’ house for a reason that may never have happened in all of history, except for that day. As a 4-year-old kid growing up in... Read More
BY Rebecca Hourihan | 6/12/2019
Editor’s Note: This is the first of a three-part series focusing on ways to enhance your digital presence and be seen by more plan sponsor prospects. If you said, “Yes, I am” in answer to the... Read More
BY Spencer X Smith | 6/4/2019
When I was just out of college – technically, while I was still in college – I had the good fortune to be hired by IBM. Big Blue describes its three core values as: dedication to every client’s... Read More
BY Ted Godbout | 4/12/2019
Compared to five years ago, social media has evolved into a critical tool for business development and client service among financial advisors.  According to the 6th edition of the Putnam... Read More
BY Ted Godbout | 4/11/2019
Do you consider yourself too old for social media, or not experienced with it? Do you think it doesn’t apply to your business? Social media thought leader Spencer X. Smith suggests that you should... Read More
BY Rebecca Hourihan | 3/5/2019
Brainstorming a relevant plan sponsor topic, researching sources, typing word by word, citing footnotes, and compliance reviews are all part of the content creation struggle. After you have... Read More