Social Media

The rally in Chinese artificial intelligence stocks is showing further signs of cooling amid media reports of authorities banning access to OpenAI’s ChatGPT service.

I have no idea how AI will impact the advisory profession. However, I’m confident it will fundamentally change almost every aspect of what you do and how you do it.

The US Supreme Court is poised to hear a case that could spell danger for the internet’s most lucrative business: online advertising.

What is social death, and how can you harness it in your marketing?

Tesla Inc. workers in New York state are launching a unionization campaign, teeing up a potential first for the electric-vehicle maker and the latest labor challenge for Chief Executive Officer Elon Musk.

Daniel Ivascyn rode one big trade all the way to the top of the bond-market universe: speculative mortgage debt that he scooped up on the cheap in the wake of the great financial crisis.

Meta Platforms Inc.’s shares soared more than 20%, on track for their biggest gain in 10 years, after Chief Executive Officer Mark Zuckerberg announced plans to make the social media giant leaner, more efficient and more decisive.

If you can’t be bothered to dedicate significant time or money to marketing, let me teach you a step-by-step way to get new clients in fewer than two hours a month.

I’ll share strategies you can use to grow your list, manage it, and connect with subscribers effectively – broken down into four steps you can easily accomplish over a month.

Unfortunately, attempted identity theft is a way of life in 2023, and it has been for me personally for a decade.

Here are six steps to implement multiple niches, bring in new clients, and accelerate their growth goals.

Older advisors need to step aside and make room for the up and comers.

When should your firm begin to leverage a new offering, if at all? Let’s talk about ESG investing and share three strategies to help your firm discuss and market a new product or service in an authentic, practical, and distinctive way.

Here are seven mindset shifts to stretch your thinking to generate only ideal clients this year.

There are many reasons advisors should avoid social media marketing.

Meta Platforms Inc.’s market-beating rally of the past few months is failing to convince some skeptics, given how much money the owner of Facebook and Instagram continues to pour into building its version of the metaverse.

Here are my six best tips for creating high-quality video content using your smartphone.

Advisors must redesign their entire approach, starting from the client's point of view.

Markets provided investors with a dozen lessons in 2022 (and a bonus one in the postscript).

One of the most lucrative money-making machines in the world of finance is all clogged up, threatening a year of pain for Wall Street banks and private-equity barons as a decade-long deal boom goes bust.

The 68-year-old retired landscaper first started investing in Tesla Inc. in 2012 after hearing about Elon Musk, who wasn’t nearly as famous at the time. 

Bed Bath & Beyond Inc. soared Wednesday, more than wiping out a 46% drop last week and sparking a rally in other so-called meme stocks.

Can you believe these grifters hawking indexed universal life (IUL) insurance on TikTok? Here’s the actions I’m taking to put an end to this predatory nonsense.

Tesla Inc. shares kicked off the new year on an ominous note, buckling this week under renewed concerns about weakening demand for its electric cars, and sending its market value briefly below Facebook parent Meta Platforms Inc.’s for the first time in over a year.

Engage in activities that position you as a trusted authority.

I’ve learned a lot through my work consulting with advisors. Here are some marketing insights to help you plan for 2023.

The health of borrowers is the key concern for all of finance in the coming year.

The tech bubble has finally popped.

Funnel marketing worked reasonably well until two to three years ago, but it’s been failing ever since. Here's why.

Stubbornly high inflation, soaring borrowing costs and geopolitical uncertainty hindered dealmaking in 2022, sending global mergers and acquisitions activity down by almost a third compared with last year’s record haul.

The following article provides an important perspective on Gen Z’s entrance into the workforce.

Monetary policy is more like the World Cup than it is like mathematics or great literature.

China is about to upend the $160 billion iron ore trade with the biggest change in years as Beijing expands efforts to increase control over the natural resources needed to feed its economy.

ChatGPT, the new AI chatbot, offers a short-term opportunity for savvy financial advisors. But it has long-term consequences for all advisors.

Rather than feudalism, we are headed toward hyper-capitalism, where each person is an entrepreneur constantly selling his or her services to the highest bidder.

Ever since Elon Musk launched his takeover of Twitter Inc., fans of Tesla Inc. have worried about the genius getting distracted. And during the new Twitter’s first six weeks — has it only been that long? — Musk has certainly come across a bit distracted. Addled, even.

I’ve uncovered these false assumptions that may cause you to waste your marketing budget.

The following is a story about a company that’s become wildly successful by having an intense focus on consumers’ needs and behavior.

Let’s look at the powerful feature set an advisory firm could put together from a collection of the higher-rated, low-market-share programs and solutions that I’ve collected from past surveys, many of which you may not even be aware of.

Financial planning can be opaque, vague, and perceived as non-valuable by the consumer. I’m about to give financial planning a transparency makeover.

The Twitter chatter of Ford Chief Executive Officer Jim Farley is good vibes only: factory photos, race tracks, corporate boosterism and a lot of retweets of Ford customers gushing about their vehicles. It’s all cars, and it’s all anodyne.

Two years ago this month, Tesla fans learned the electric-car maker’s shares were joining the S&P 500 Index, and Elon Musk was turning retail investors into Teslanaires.

I’ve learned from experience what it takes to mount a successful marketing campaign. Here are some observations.

A broker who competes against RIAs is about as likely to win as someone who plays one-on-one basketball with one hand tied behind their back.

Elon Musk, in his first address to Twitter Inc. employees since purchasing the company for $44 billion, said that bankruptcy was a possibility if it doesn’t start generating more cash, according to people familiar with the matter.

It’s time to take a fresh look at advisor meetings.

Meta Platforms Inc.’s first major job cuts won’t be nearly enough to get the company back to being as profitable as it was just two years ago, according to analysts.

I am about to hit the 30,000-follower mark on Linkedin. I thought it would be helpful to share the four easy-to-do tactics that I employed each week for the last two years to help me grow.

Restructuring is a horrible time for the staff of any company, but it’s also an opportunity to concentrate on what reliably makes money.

The political news culture that favors words over deeds, clicks over content and headlines over discussion effects fiduciary care. We are at a low ebb.

Twitter Inc. employees around the world began getting notifications that they were locked out of their work accounts, a week after billionaire Elon Musk took over the company promising sweeping changes.

I’d like to share an example of what happened when one of my clients chose the wrong provider.

Twitter Inc. is set to charge users $8 per month for the privilege of having the blue-tick honorific put on their account.

Never mind that this is all currently theoretical, or that Dogecoin has glaring flaws that would be only further exposed if it gained traction.

Build a scalable marketing plan that focuses on repurposing your content.

Elon Musk has wasted no time in showing the world that Twitter Inc.’s new sheriff is in town — or rather its “chief twit” is. That was his new Twitter bio last week when he walked into the company’s San Francisco headquarters holding a sink, a gag prop for a tweet.

After five months of mudslinging between Elon Musk and Twitter Inc., in court and otherwise, the mercurial billionaire finally owns the social network. The chaos of the deal was only a preview of what’s to come.

Sarah Pfefferle had already saved $16,000 for her future home by the time she was 18. Then she started using buy-now, pay-later products and “ruined everything.”

Bitcoin gained for a second day, spurring optimism among the almost always bullish advocates of the bellwether cryptocurrency for an end to the months-long decline known as crypto winter.

Here are some points to consider when planning your marketing strategy for 2023.

This year has brought a lot of innovation in artificial intelligence, which I have tried to keep up with, but too many people still do not appreciate the import of what is to come. I commonly hear comments such as, “Those are cool images, graphic designers will work with that,” or, “GPT-3 is cool, it will be easier to cheat on term papers.” And then they end by saying: “But it won’t change my life.”

With Elon Musk on the verge of taking over Twitter Inc. comes news that he plans to gut its workforce, with cuts of up to 75%. That should be a worry not only to the platform’s staff and users, but for those who care about the flow of information crucial to well-functioning democracies.

Reg BI is the most divisive issue in the fiduciary discussion and was a focus of the discussion during September’s event.

To ensure your homepage is set up for success, I’ve listed six advisor sites that nailed their homepage messaging through copy and design.