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5 Ways Financial Advisors Can Gain Leads Through Facebook

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The next in our 3-part series focuses on Facebook. The social behemoth lends itself to the personal and the professional, making for plenty of opportunities to connect with your network and develop new leads.

Financial advisors offer a unique service that lends itself quite nicely to social media. While there are plenty of regulations to ensure the playing field is kept fair and compliant, social media can help those in the financial services industry reach new and existing clients – simply by getting in the game! Friends, family members, and even those seemingly-random Facebook acquaintances can all be helpful when it comes to gaining new business. Word of mouth is an important part of an advisors’ lead acquisition – and Facebook is a great place for that kind of endorsement to take place!

We’re sharing some of our favorite tips and tricks (more…)

6 Ways Financial Advisors Can Gain Leads Through Social Media

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As part of a 3-part series, we’ll be exploring the various ways financial advisors can gain leads through social media and work to expand their businesses and gain new customers. First up? LinkedIn – the professional social network.

Your presence on LinkedIn is all about expertise – showing you know your stuff and that you’re the person for the job. How can you exhibit this? Well, you have to post. You have to brag (a little). And you have to know what your audience needs so you can tout your talents appropriately. (more…)

5 Reasons To Be Thankful For Social Media

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At Gremln, we spend a lot of time talking about, thinking about, and enjoying all the wonders of social media. While we often celebrate it’s benefit as a marketing, customer service, and brand-building tool — there are lots of other ways to take advantage of it. So, in the spirit of the holiday season, we’ve put together a list of the top five reasons we’re thankful for social media.

Beyond the Breach: Cybersecurity and Social Media

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If you’re in a regulated industry, there’s a pretty good chance you’ve been there, done that, and gotten the t-shirt when it comes to understanding social media risk. Regulatory compliance – check. Reputation management –  check. But there is one more shadowy figure not often discussed: cybersecurity. Even though security breaches aren’t necessarily associated with social media use, adding any element that introduces a third party can be a potential threat. In the wake of large scale breaches at JP Morgan Chase and several big box retailers, an article in the Wall Street Journal reports that financial firms plan to increase cybersecurity budgets by $2 billion over the next two years. (more…)

Update: What’s New In Social Media

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Social media moves at the speed of – oops, something new just came out. If you’re having trouble keeping up, here is a list of the most recent updates, apps, and features on your favorite social networks. (more…)

Engage & Convert: How Financial Services Can Build Relationships on Social Media

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We’ve all heard the terms B2B and B2C – but when it comes to social media, isn’t it all about P2P? In other words, people communicating with other people. Of course, as a business, the end goal is sales, but you can’t lose sight of thought leadership and consumer needs to get there. In fact, studies show that 71% of consumers who experience a quick and effective brand response on social media are likely to recommend that brand to others, compared to just 19% of customers who do not receive a response. The net net – social media isn’t just about broadcasting your brands message, but responding and relating to people online. (more…)

Digital ER – How to Triage, Treat, and Discharge Social Media Crises

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If you break your leg, you know what to do – call 911 or head to the nearest Emergency Room. In the digital world, social media emergencies are more difficult to diagnose. What even constitutes a social media emergency? Who deals with it? What should response time be? Here are the most critical social media crises, and the 911 on how to handle them. (more…)

INFOGRAPHIC: How Consumers Use Social Media for Financial Services

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Financial regulatory bodies continue to encourage member institutions to build an active presence on social media, if only to monitor brand mentions and respond to customer questions, complaints, or compliments. But getting active on social media can do so much more for your bank than just keep you compliant! (more…)

Gremln On The Road: One Week, Two Conferences

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Andy Warhol might have said that everyone is famous for 15 minutes, but at this years Finovate Fall conference in New York City, companies had just 7 minutes to demo their latest innovations to the audience. This is the second year that Gremln has had the honor of presenting, and were accompanied on stage by Joe Nadreau, Managing Director Innovation and New Business Strategy at Wells Fargo Advisors. (more…)

Marketing to the Generations: 4 Tips for Getting – and Keeping – Gen Z’s Attention

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You’ve mastered marketing to Generations X and Y. Now it’s time to gear up for the next generation – Gen Z – the post-Millennials who grew up with the internet and will redefine the way you reach your future audience.

First, let’s get a better understanding of the people that make up Generation Z. Defined as those born between 1992-2010, Generation Z-ers are currently in their teens and early twenties. According to Mashable, “Nearly half of teens who use the Internet buy things online, more than four in five will use social networks this year, and 96% of U.S. teens ages 12 to 17 will use the Internet at least monthly.” (more…)