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
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Social Media
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
BY Spencer X Smith | 2/13/2019
I start many of my presentations by asking the audience for their reaction to this statement: “Social media is more biological than mathematical.” After a short while, they begin to make the... Read More
BY Spencer X Smith | 9/13/2018
What does “success” on social media look like for your financial services organization? Oftentimes, we look at metrics such as followers, likes, comments and shares, but do those engagement numbers... Read More
BY Rebecca Hourihan | 9/6/2018
With today’s constant stream of information, doesn’t it feel more challenging than ever to gain shelf space within the minds of 401(k) prospects?In this post, we are going to share ideas on how you... Read More
BY Spencer X Smith | 7/19/2018
LinkedIn is often credited with coining the term “employee advocacy” as the active promotion of your company by the people who work for it.Sounds easy enough… just tell your employees that they need... Read More
BY Spencer X Smith | 6/21/2018
Like many who grew up in the ’80s and ’90s, I was super-interested in baseball cards. Remember what we used to do to get a player’s autograph? We had two options: hope to find the player at a game... Read More
BY Spencer X Smith | 5/10/2018
On April 11, I turned on the Milwaukee Brewers game. Not on broadcast TV, not on cable TV, and not even on the radio. On Facebook. Yep, “Facebook Watch,” the firm’s newest product, livestreamed my... Read More
BY John Ortman | 4/16/2018
“I don’t use social media because Compliance won’t let me.” Is that why you’re not on LinkedIn or Twitter? If so, you may want to check and see if that’s still true, advises social media thought... Read More
BY Ted Godbout | 4/5/2018
New survey results suggest a clear success rate by advisors who use social media for marketing, building relationships and obtaining new clients, compared to those who don’t use any platforms.The... Read More
BY Spencer X Smith | 3/15/2018
The 2018 NAPA 401(k) Summit in Nashville is just around the corner. How can you maximize your results when you attend? I had the good fortune of speaking at the 2017 Summit in Las Vegas as well as 26... Read More
BY Spencer X Smith | 8/9/2017
You and I know our customers will look for us on social media before making a phone call or stopping by our offices. Guess what? You don’t need a separate policy governing how your employees will... Read More
BY Spencer X Smith | 7/27/2017
For every person who is addicted to social media, there’s another person who has sworn it off for fear of getting “sucked into the void.” Because of this, there are hundreds of professionals who are... Read More
BY NAPA Net Staff | 4/25/2017
Nearly half of advisors say they have picked up business this year via social media, according to a new survey.American Century Investments’ Seventh Annual Financial Professionals Social Media... Read More
BY Spencer X Smith | 2/7/2017
How many times have you gotten an email with one of these three subject lines?I’ve received dozens of emails like this and am guilty of sending a whole bunch of them too. They are: “Checking In” “... Read More
BY Nevin E. Adams, JD | 4/26/2016
While social media has been a part of our personal lives for some time now, the retirement industry, writ large, still seems to be a bit of a novice. Whether you are fully engaged in social media,... Read More
BY NAPA Net Staff | 3/23/2016
What kinds of online content do participants and plan sponsors find most useful? Lisa Greenwald Schneider has some advice for advisors who want to be more active online and in social media.“Consumers... Read More
BY Sheri Fitts | 1/13/2016
What’s holding you back from diving into social selling to rock your sales? Do you think there is too little return on investment?According to Forbes, 79% of salespeople who use social media outsell... Read More
BY NAPA Net Staff | 10/8/2015
Social media continues to make inroads with advisors — but there’s still plenty of room to grow.Asked if they had ever acquired a new client or gained a relatively large additional amount of business... Read More
BY Sheri Fitts | 10/5/2015
Some industry veterans may recall their early days as a financial professional, when sales included the lovely task of cold calling.For hours a day, you grew your business by working your way down a... Read More
BY NAPA Net Staff | 9/21/2015
A new survey suggests that advisors are getting more “social” in their business development efforts.That survey of more than 800 financial advisors by Putnam Investments conducted in partnership with... Read More
BY Sheri Fitts | 9/3/2015
Recently I had breakfast with a friend, Roger Courville. He is wicked smart and particularly savvy with regard to virtual presenting, and during our conversation we began to riff on the idea of “... Read More
BY Sheri Fitts | 8/27/2015
Okay, I am a digital native. I used my first Mac word processor in 1984, sent my first email newsletter in 1998, and coded my first website in 2000. I’m a digital geek; I’m a social networking nerd.... Read More
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