social networks

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  Matching HNW Clients’ Coverage With Their Risk Profile

  By Kathleen Tierney, Chubb  |  May 14, 2013

  Even, and especially, for the high net worth, make sure those clients’ insurance coverage matches their risk profile. Ask probing questions to determine their real, if often overlooked, risks.

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  LinkedIn Courts Advisors as Social Media Use Grows

  By Joyce Hanson, AdvisorOne  |  May 2, 2013

  LinkedIn super user Cathy Curtis of Curtis Financial Planning says she uses social media to market her personal brand.

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  Advisors and the Future: Threat and Opportunity Posed by Digital Natives

  By James J. Green, AdvisorOne  |  January 30, 2013

  Author and entrepreneur Brett King paints a near future where changing client behavior will force big changes in how advice is delivered.

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  How Using Facebook May Hurt Your Clients

  By Danielle Andrus, AdvisorOne  |  January 18, 2013

  A recent paper found a correlation between perceived self-esteem and lack of self-control in people who use social networks, specifically Facebook.

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  Top 10 Technology Trends for Advisors and Their Partners: Pt. 9, Social Media

  By Spenser Segal, ActiFi  |  July 25, 2012

  Advisors can, and are, using social media for serious business purposes. Here’s how to take advantage of the benefits of social media, and how to avoid its dangers.

• Clinton, Other Speakers Headline Insite

  By James J. Green & Joyce Hanson  |  June 27, 2012

  Insite 2012, Pershing’s 14th-annual conference, attracted more than 2,000 attendees, many of whom are broker-dealer home office personnel and BD reps who work through Pershing’s clearing business and use its technology.

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  NPC Launches Social Media Pages

  By Danielle Andrus, AdvisorOne  |  June 18, 2012

  National Planning Corp. announced Monday that it has launched official Facebook and LinkedIn pages. “We’re trying to put a face to what a broker-dealer really is,” said Craig Lewis, vice president of marketing.

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  Deepak Chopra Ponders the Soul of Leadership

  By Joyce Hanson, AdvisorOne  |  June 8, 2012

  “Well-being is the one thing that predicts everything,” says Chopra—including the economy, social unrest, conflict, hospital admissions and financial institutions.

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  5 Tips for Effective Social Media Strategy

  By Danielle Andrus, AdvisorOne  |  April 13, 2012

  Social media was once an “experimental communication tool used by a few forward‐thinking firms” in finance. Now it's a critical part of reaching clients.

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  Grow Your Business With Social Media

  By Eric Clarke  |  November 28, 2011

  In my years of experience working with investment advisors, the No. 1 way new clients are acquired has consistently been through referrals.