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    Integrate Social with Your Website

    Each day during the month of March, Financial Planning Magazine highlighted a tip for advisors on how to properly use social media. We were so excited about the idea, especially when we were asked to share our expertise with the magazine.

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    Topics: financial planning magazine, How-To, marketing for advisors, social media integration

    SEC: National Examination Risk Alert

    The SEC has recently published a document observing the use of social media by financial advisors, and provides some cautionary measures it deems prudent.

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    Topics: facebook for CFP, financial advisors on twitter, LinkedIn for financial advisors, Social Media, social media guide for advisors, social media integration, social media tools for financial advisors