Includes index.

Print version record and CIP data provided by publisher.

The Social Media Handbook for Financial Advisors: How to Use LinkedIn, Facebook, and Twitter to Build and Grow Your Business; Contents; Foreword; A Perspective on Social Media; Introduction; Why This Book?; Why These Authors?; Why This Approach?; How This Book Is Organized; Part I: Introduction to Social Media; Chapter 1: Compliance; Compliance and FINRA Licensed Advisors; Compliance and SEC Licensed Advisors; Testimonials; What Should I Do if I'm Not Allowed to Use Social Media?; How Does This Work?; Final Thoughts; Chapter 2: Creating Rapport Online; The Three Cs; Connect; Communicate.

ComfortFinal Thoughts; Chapter 3: Lessons Learned from Social Media; Lesson #1: People Can Only See Words; Lesson #2: Social Media is More About Listening; Lesson #3: To Be Successful, You Must Be A Social Media Giver; Lesson #4: Keep Sales Messaging to a Minimum; Final Thoughts; Chapter 4: Give Something for Nothing; Internet Resources; Tweet; Facebook; LinkedIn; Final Thoughts; Chapter 5: The Disciplined Approach; Streamlining Use of Social Media; Managing Time; Social Media Dashboards; Final Thoughts; Part II: Twitter; Chapter 6: Why Twitter?; Texting and Tweeting; Setting Up Your Account.

Step 1: RegistrationStep 2: Choosing Tweeps to Follow; Step 3: Setting Up Your ProfileTwitter; Step 4: Twitter Tools; Final Thoughts; Chapter 7: Marketing on Twitter; Regulations and Restrictions; Twellow; Formulists and Bitly; Two Recommended Tools; Unfollowing and Blocking; Tweet Scheduler and TweetDeck; Self-Marketing Tweets; Final Thoughts; Chapter 8: Getting Leads from Twitter; Twitter: A Driving Force; More on Lead Generation; Final Thoughts; Chapter 9: Public Relations on Twitter; Tweet Grader; Muck Rack; Making News through Twitter; Final Thoughts; Part III: Facebook.

Chapter 10: Why Facebook?Statistics; Building Your Page; Step 1: Friends; Step 2: Profile Information; Step 3: Profile Picture; Working with Your Home Page; Controls; How Control Settings Help Your Marketing Plan; The Power of Advertisements!; The Facebook Fan Page; The Company Page; Timeline; Final Thoughts; Chapter 11: How to Advertise on Facebook; Facebook Insights; Advertising on Facebook; Demographics; Pricing and Scheduling; Feedback; Final Thoughts; Chapter 12: Facebook Applications and Tools; Advanced Facebook Applications; Video Apps; Creating Events; More Facebook Apps; Polls.

Extended InfoFinal Thoughts; Chapter 13: Public Relations on Facebook; Making Use of the Groups Platform; More Ways to Get Noticed; Be Proactive; Final Thoughts; Part IV: LinkedIn; Chapter 14: Why LinkedIn?; You Can Control Referrals; LinkedIn Members Are More Affluent; Financial Advisors Are Having Success With LinkedIn; Final Thoughts; Chapter 15: Setting Up Your LinkedIn Account; Joining LinkedIn; Final Thoughts; Chapter 16: Building an Effective LinkedIn Profile; Search Engine Optimization (SEO); Experience; Education; Adding Certifications, Designations, and Licenses; Name.

Expert advice for financial advisors looking to make the most of social media platforms Social media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make t.

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