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Advisor businesses are growing, in client numbers and geographical reach. Investors typically find advisors through personal referrals, but also increasingly use online searches and social media to make a connection. One study found 65% of clients research potential advisors through social networks, and 86% use those networks to help in their buying decisions.

Some call it the “consumer revolution,” where clients are becoming collaborators in their financial planning. Fintech and social media train investors to expect efficiency, transparency and accessibility. Rather than a relay of information from advisor to client, limitless information online and booming client-focused tech innovation enables the client to exchange ideas with his or her advisor.

A recent survey by Accenture Research found 88% of advisors believe their clients are more knowledgeable about the investing process and available product solutions than they were five years ago. And...

What Financial Professionals Can Learn From Social Media and Politics

Originally posted by Financial Social Media

By: Amy McIlwain

For the 2012 presidential debates, I’ve found myself...

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The Case for Creating Your Website on an Open Source Platform

By Diana Merkel, Owner, Pinkshag Design

During the development phase of your web site, the final web design is completed and built out to work in multiple browsers and a variety of devices. It is more important than...

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eMarketing for Financial Advisors: 10 Ways to Boost Open & Click Rates

Originally posted by Financial Social Media.

By Amy McIlwain.

Many financial advisors are interested in how they can use email marketing to increase leads and grow their business. Although email...

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The 3 Google Analytics Metrics You Should be Measuring

Google Analytics is a fantastic free tool you can use to better understand your website and be more effective in your online marketing efforts. If your website strategy consists of “set it and forget it,” you are missing out on...

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