Resources

Here you will find research, surveys, tutorials, White Papers and web links about marketing, social media, practice management and other issues that impact financial advisors. Last vetted and updated September 1, 2014. Suggest a resource: info@influenceadvisor.com

Social Media Research / Guides

Recipe For Success: Social Media Strategy For Financial Advisors (pdf) from LPL Financial and WealthManagement.com. Overview in infographic about four basic elements of being successful with social media. 9/1/ 2014

Individual Investors Social Media Behavior Report 2014 from Finect (pdf) We all know about the increasing number of individual investors using social media to engage with their advisors. But do you know what kind of social media presence and behaviors are actually important to investors?

LinkedIn Social Selling Secrets of Financial Advisors: A Practical Guide (pdf) Cetera and The Oechsli Insitute present a guide that discusses the value of LinkedIn, and how to mine it to build trust, solidify relationships, and develop a network of prospects that can lead to new business.

 How Financial Advisors Use Social Media - good background on how top advisory firms are using social media, success stories, videos, links, stats.

How ING Financial Advisors Are Using Social Media to Connect With Clients – American Banker 3/4/2014

Financial Advisors Build Business With LinkedIn – Forbes 2/28/2014

Social Media Worth The Hassle For Financial Advisers Wall Street Journal Wealth Adviser 5/29/2014

SEC issues new social media guidance for financial advisers – Reuters 4/1/2014

Why Financial Advisers Need to Use Social Media – CFA Institute 2/5/2014

CMG AdvisorCentral is a portal for advisors to access independent, top-tier market news and analysis, and guidance for running a more productive practice.


Web Resources – News, practice management, market commentary, portfolio construction

CMG AdvisorCentral is a portal for advisors to access independent, top-tier market news and analysis, and guidance for running a more productive practice.

Russell Investments ‘Helping Advisors’

Wall Street Journal Wealth Advisor Journal (subscription)

Elite Advisor Forum – Articles and tips for building a practice with affluent clients

Forbes Advisor Network

Financial Advisor

Financial Planning

Investment News

Registered Rep.

Senior Market Advisor

RIABiz News, Vision and Voice for the Advisory Community

WealthVisor Reviews of financial advisors, insurance agents, and tax preparers

FPA Practice Management Center Blog

AdvisorTV - Videos about improving your practice from Financial Planning
AdvisorCenter blog – Confidential Network for Financial Advisors, Brokers, Branches and RIAs