The Social Financial Advisor

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Curated by Victor Gaxiola

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The Triple Threat of Modern Marketing

Best Practices
Tags: Stephanie Sammons
By victorgaxiola curated from stephaniesammons.com - February 10th, 2012
In order to build online influence, stand out from your competitors, attract a loyal following, and ultimately grow your business, you need to be really good at 3 things:... read more
My Commentary

Are you using a triple threat strategy with your social media.

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With Referral Traffic, Social Media Sites Build Up Connections

Social Media
Tags: Niche Social Networks, The Financial
By victorgaxiola curated from finchannel.com - February 10th, 2012
As second-tier social media sites become more popular with consumers, these sites are finding their place within the social media ecosystem, referring traffic to larger social networks, as well as seeing traffic arrive from Facebook and Twitter. ... read more
My Commentary

Are you using a secondary social network to build engagement and referrals?

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5 LinkedIn optimization tips for financial professionals

Best Practices
Tags: Advisor Websites, LinkedIn
By victorgaxiola curated from advisorwebsites.com - February 10th, 2012
For many, LinkedIn remains the favorite social networking platform for advisors. They just reached the 150 million users milestone this week, which is a huge accomplishment. If you haven’t looked at optimizing your profile, now is the time.... read more
My Commentary

There is no excuse for any professional that is NOT on LinkedIn. Here are some tips for those that are.

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4 Ways to Get Ready for the Tablet Revolution

Mobile
Tags: Razoo
By victorgaxiola curated from razoo.com - February 10th, 2012
Low price tablets and e-readers are making a big impact online. Pew Internet reports that 29% of all Americans have either a tablet, an e-reader or both. So what does that mean for online fundraisers and changemakers?... read more
My Commentary

2012 Theme- Tablets/Mobile

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Advisers need to work on social media presence

Best Practices
Tags: Financial Standard
By victorgaxiola curated from financialstandard.com.au - February 9th, 2012
Advisers should look closely at their objectives before determining which social media channels to use and how.... read more
My Commentary

Advisors need to be where their clients are…on-line.

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Social media tricks to help advisers get new clients

Best Practices
By victorgaxiola curated from reuters.com - February 9th, 2012
For years financial adviser Mitchell Rock spent many of his nights at networking events to drum up new business. These days he spends his evenings with LinkedIn.... read more
My Commentary

Interesting post from Reuters India.

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5 Ways To Put The “Pro” In Profile Pics

Best Practices
Tags: Facebook, Fast Company
By victorgaxiola curated from fastcompany.com - February 9th, 2012
If you still have an egg as your Twitter avatar, it's time to step things up.... read more
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Profile pics need to be professional

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70 percent of businesses plan to increase Linkedin, Twitter marketing

Social Media
Tags: Brafton
By victorgaxiola curated from brafton.com - February 9th, 2012
A report from the Software & Information Industry Association found that 70 percent of businesses using social media marketing plan to increase use of Twitter and LinkedIn.... read more
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Validating the power of the medium.

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15 Reasons You’re Not Generating a Twitter Following

Best Practices
Tags: Jason Cassidy, Radian 6, Twiter
By victorgaxiola curated from radian6.com - February 9th, 2012
Jumping into social media may be the easy part. It becomes difficult when you’ve been active for a while but just aren’t seeing the results you would like.... read more
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15 great pointers to increase your opportunities to grow your Twitter following.

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3 Social Media Insights from the Super Bowl

Social Media
Tags: Financial Social Media
By victorgaxiola curated from financialsocialmedia.com - February 9th, 2012
In 2012 viewers not only watched the game, they generated an incredible aftershock of tweets, posts, likes, and comments about the program that sent waves of mass conversation throughout the world—conversations that will invariably keep the game alive for the weeks and months to come.... read more
My Commentary

With social media in the mix, the Super Bowl experience is changing and creating new levels of engagement.

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#FinSci: Psychological Capital – Can It Improve Financial Services?

Social Media
Tags: Blue Leaf Advisor, The Scalable Advisor
By victorgaxiola curated from blueleaf.com - February 9th, 2012
#FinSci is a new idea I have for a series of posts on this blog, kind of like #advisorhacks, but hopefully with greater frequency. The idea is to take cues from the fascinating field of science and apply them to financial services. I suspect that much of the #finsci posts... read more
My Commentary

Great new idea from @djswitz at Blue Leaf.

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Keep Your Audience on Its Tweet: 4 Keys to Building a Strong Social Following

Best Practices
Tags: Social media today
By victorgaxiola curated from socialmediatoday.com - February 8th, 2012
Size does matter—that is, the larger the following, the more likely it is that your content will reach more people... read more
My Commentary

I like his advice to “Be Real”. Twitter is not the AP news wire and injecting some personality goes a long way.

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