Tagged with Strategy

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

A Social Media Discussion with Wired Advisor

A Social Media Discussion with Wired Advisor

Arkovi and Wired Advisor each sponsored and hosted the social media lounges at the Morningstar Investment Conference in Chicago this month (June 8-10). Stephanie Sammons, the founder of Wired Advisor, and her team were interviewing a number of attendees (listen in on the Wired Advisor blog) – and also took time to sit down and discuss social media and financial services. Continue reading

A Financial Advisor’s Social Survival

A Financial Advisor’s Social Survival

As an advisor, Henry Becker looks at social media very much like anything else he does. Every decision he makes is, more than likely, linked to some regulation or rule. That does not need to prevent him from dong his job. The compliance storm that is swirling about the use of social media appears to be holding back some advisors from using it in their practice. 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

A Day in the Life of an Advisor Using Social Media (updated edition)

A Day in the Life of an Advisor Using Social Media (updated edition)

Editor’s Note: We are pleased to offer an updated edition of Russ Thornton’s original post of a day in an advisors life using social media. Candidly, this has been the most read post on our blog since our launch in September 2009. Russ was kind enough to provide an inside glimpse of how a successful advisor has developed a workflow to integrate social media into his business. We found it compelling that he has found an approach that enables him to leverage a broad menu of platforms while managing content creation (Hootsuite – which we happen to love too!) and archiving/backup (ahem, using Arkovi) from consolidated tools. All of us welcome your feedback, comments and questions. Continue reading

Navigating Facebook Fan Pages for Business – Webinar Replay

Navigating Facebook Fan Pages for Business – Webinar Replay

Arkovi guest and partner Stephanie Sammons, Wired Advisor, explores the strategy and tactics for leveraging Facebook Fan Pages for your business. It is more than just a wall for content – it is a community-building opportunity. Learn techniques for designing your Fan page tabs, integrating with other social platforms and providing meaningful information for your followers. For more information about Arkovi Social Media Archiving, download our overview and feature comparison (PDF). Continue reading