Tagged with HowTo

Making Sure Your Facebook Account is Secure

Making Sure Your Facebook Account is Secure

For those not yet aware, Facebook has made some additional changes to account settings. By default, secure (SSL) settings are not automatically set to Facebook accounts.  If you take a look at your URL when logged in to Facebook and see “http” or “www” instead of “https”, you do not have a secure session and … Continue reading

BrightTALK Webinar On-Demand Replay: How Financial Advisors Are Using Social Media – a case study

BrightTALK Webinar On-Demand Replay: How Financial Advisors Are Using Social Media – a case study

Our focus was to get to the core of what helps others use social media effectively – how has it been done successfully to date? We spent time with three financial advisors who candidly gave us an inside glimpse as to how they have integrated social engagement into their daily operations. A key ingredient? It goes beyond just marketing and having a good social profile. Continue reading

Don’t Look Now, but That Business is “Pinning”

Don’t Look Now, but That Business is “Pinning”

If you are a social media lover like me, you may be looking for a new platform that not only allows you to express your creativity, but can also be utilized as a creative tool for business marketing.  Look no farther my social media junkies; allow me to introduce you to Pinterest. For those of … Continue reading

New Podcast: Loic Jeanjean of Advisor Websites on Building Your Online Presence and Webvisor

New Podcast: Loic Jeanjean of Advisor Websites on Building Your Online Presence and Webvisor

Arkovi Social Media Archiving is proud to release their newest podcast, an interview with Loic Jeanjean, Director of Sales and Marketing for Advisor Websites.    This exciting podcast, hosted by Arkovi CEO,  Blane Warrene, discusses the strategies and tactics Advisor Websites has used to successfully build their online presence. Warrene and Jeanjean also discuss the … Continue reading

Education Key Ingredient to Social Media Archiving and Compliance

Education Key Ingredient to Social Media Archiving and Compliance

As evidenced by the popularity of the blog: “5 Must-Haves to Look for From Your Social Media Archiving Provider”, we are pleased to see that social media archiving continues to be top of mind for advisors and compliance officers alike. As a pioneer of social media archiving solutions for financial advisors – we take our corporate responsibility of education seriously. We appreciate you taking the time to read our blog as it contains invaluable advice on this important decision. Continue reading

The Arkovi Solutions Series – Questions and Answers on Social Media Archiving

The Arkovi Solutions Series – Questions and Answers on Social Media Archiving

Day in and day out, our team is in the trenches interacting and listening to our customers and peers and how they use social media. Our backgrounds and history in the industry inform our priorities and research in identifying and anticipating the needs as technology evolves. Throughout this process we continue to discuss common topics across compliance, marketing, operations and technology. With that in mind we have launched our Solutions Series to demystify getting engaged with social media in financial services. Continue reading

SEC Social Media Sweep: Cooler Heads Will Prevail

SEC Social Media Sweep: Cooler Heads Will Prevail

The announcement of an SEC sweep on RIAs’ social media usage has generated quite a bit of buzz, bordering on fervor. However, this should not come as a shock. Like you, as industry veterans, we have lived through the past 20 years as regulatory bodies have held similar sweeps exploring new product types, investment techniques, … Continue reading