social media platform

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  Top 7 Tech Trends for Advisors in 2013

  By Joyce Hanson, AdvisorOne  |  December 19, 2012

  Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.

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  Where the Clients Are: Facebook

  By Danielle Andrus, AdvisorOne  |  October 22, 2012

  Almost three-quarters of DC plan participants use Facebook, Spectrem found—and usage varies only slightly by age.

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  FPA Leadership Describes Future in Wake of Tuttle Retirement

  By John Sullivan, AdvisorOne  |  October 1, 2012

  A meeting with the FPA executive leadership featured Lauren Schadle, recently promoted to the advocacy organization’s CEO.

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  5 Tips to Help Advisors Use Pinterest, a ‘Virtual Pinboard’

  By Danielle Andrus, AdvisorOne  |  May 1, 2012

  If Facebook and Twitter aren’t enough, there’s a new social media platform that may help advisors with their marketing campaigns.

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  How Advisors Are Using Social Media (With No Compliance Headaches!)

  By Michael E. Kitces  |  February 27, 2012

  Advisors are increasingly under pressure to begin using social media in their own practices, but the research shows that the main benefit is how it improves communication and interaction with current clients.

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  At FPA San Diego, Organization's Leadership Addresses Goals, Advocacy, Challenges

  By John Sullivan, AdvisorOne  |  September 17, 2011

  The Financial Planning Association’s leadership met with members of the press in San Diego on Saturday for a frank discussion of the organization’s stable membership, advocacy efforts and “second decade” initiatives.