tech

Staying informed about cyber security is the first step toward protecting your finances online.

Cybercrime can take many forms ranging from computer hacking to fraud to identity theft and more. Between the years 2001 and 2014, total cybercrime complaints in America increased by more than 2 million, and these numbers continue to rise. Here are some tips that can help you understand more about cybercrime and how to prevent common incidents from happening to you.

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Social media stands not as a promotional fad, but as strategic marketing platform with staying power to affect the financial services industry and its clients for years to come.

As an investment professional, it’s crucial to keep up with the latest marketing trends and capitalize on them to keep your practice on the forefront. Learn how Facebook, Twitter and LinkedIn continue to impact the financial services industry due to their cost efficiency, widespread reach and partiality by the next generation of investors.

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From categories Marketing, Social Media
tips

Marketing to baby boomers can help strengthen ties with your current clientele as well as reach a new audience of clients.

The baby boomer generation, born between 1946 and 1964, holds a wealth of opportunities for financial advisors, especially those nearing retirement. Marketing to this demographic can help strengthen ties with your current clientele as well as reach a new audience of clients. Outlined are tactics and suggestions that advisors may want to consider when marketing to baby boomers.

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From categories Marketing, Social Media
tips

These three simple changes to your LinkedIn strategy can add some power to your page and maximize your social media presence.

While Facebook and Twitter each have their place for business owners, LinkedIn is prominently where prospecting is done and professional connections are made. Here are three simple tips that can help you start maximizing your LinkedIn presence and do some social media spring cleaning.

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From categories Marketing, Social Media

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