Meet 3 Wired Advisors Who Are Mastering Social Media

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How many opportunities do mutual fund and exchange-traded fund (ETF) marketers have to meet financial advisors? Years ago, marketers and advisors mixed at top producer events or due diligence meetings, both today largely gone by the wayside. Traveling with the wholesaler, to the extent that it continues, may be the closest you get to a few advisors.

Online, of course, there have never been more opportunities to see advisors in action. That's the value proposition of our sister site AdvisorTweets.com, where we're aggregating financial advisors' tweets 24/7. But nothing beats listening to advisors talk in complete, connected sentences minus hashtags and shortened URLs.
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The Fragmented Business Of Reaching Financial Advisors Online

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Life has gotten more complicated for asset management marketers interested in reaching financial advisors online.

In the simplest scenario, financial advisors—current producers and prospects—would regularly visit asset managers’ password-protected Web sites, and marketers would be able to meaningfully interact with them there. But, this is a pipedream—as defined: "a fantastic but vain hope."
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Google/FPA Say Search Is The Best Way to Reach Financial Advisors

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Are you trying to reach financial advisors? Search and financial news sites are the most frequently used media channels by independent financial advisors, according to a study done by the Financial Planners Association (FPA) and Google.

“This is where you are going to reach not only the widest number of advisors but you’re also going to be able to reach them repetitively and with a frequency of exposure,” says Becca King, Research Manager, in a fascinating 18-minute video Google Business posted on YouTube this week.

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Introducing A Social Media Directory Of Asset Managers, Broker-Dealers, Financial Advisors And Media

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Today we're publishing the start of a social media directory for the asset management industry. We've aggregated what we can and now we turn to you for your contributions.

As described in our recent eBook "Who Says You Can't? 5 Friction-less Ways Investment Management Marketers Can Take Part in Social Media," (published in May 2009 but removed from the site pending an update) social media is a mixed bag for those involved in the manufacture, packaging and distribution of investment products. It's trendy and seems like fun but for some, it's too new, too transparent, too unstructured. Overall, social media is too much for many highly regulated investment companies to be comfortable with yet.

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Tracking The Great Financial Advisor Migration—And Implications for Your CRM

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Dan Miller, Key Accounts Sales Executive for Discovery, is always good enough to update us on the developments in his world of financial intermediaries databases—which the smartest investment management firms use to augment their “organically grown” customer relationship management (CRM) systems. We checked in with him Tuesday after yet another Investment News article about financial advisor migration.

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