7 Ways Financial Advisors Can Gain Leads Through Twitter

Posted by Emily Lange Rodecker on December 31, 2014

In our first two articles in this series, we discussed how financial advisors can leverage LinkedIn and Facebook for lead generation. Now it’s time to talk Twitter. Twitter is a fantastic resource for prospecting. A study by Putnam Investments reports that 66% of financial advisors saw an uptick in new business using social media in 2014 – a 17% increase from last year. The study also showed that Twitter use is on the rise, with 26% of financial advisors using Twitter for business.

Read More

Topics: Business, facebook, FFIEC, financial services, gremlin, linkedin, social media, Social Media, social media for business, Social Media for Financial Advisors, social media marketing, Social Media Marketing, twitter, twitter business

Facebook, and Heartbleed, and Compliance, Oh My! 2014 In Review

Posted by Mikki Ware on December 24, 2014

It’s December, which means it’s time for the obligatory year in review post! What a year it has been. From Facebook’s seemingly constant newsfeed changes to the financial industry attempting to make its peace with social media through new compliance regulations, it has been an exciting time in digital marketing. Here are our picks for what was hot and happening in 2014:

Read More

Topics: compliance, Cybersecurity, facebook, FFIEC, social media, Social Media, social media compliance, Social Media Education, Social Media Marketing, Social Media Updates, Year In Review

5 Ways Financial Advisors Can Gain Leads Through Facebook

Posted by Emily Lange Rodecker on December 9, 2014

The next in our 3-part series focuses on Facebook. The social behemoth lends itself to the personal and the professional, making for plenty of opportunities to connect with your network and develop new leads.

Financial advisors offer a unique service that lends itself quite nicely to social media. While there are plenty of regulations to ensure the playing field is kept fair and compliant, social media can help those in the financial services industry reach new and existing clients – simply by getting in the game! Friends, family members, and even those seemingly-random Facebook acquaintances can all be helpful when it comes to gaining new business. Word of mouth is an important part of an advisors’ lead acquisition – and Facebook is a great place for that kind of endorsement to take place!

We’re sharing some of our favorite tips and tricks

Read More

Topics: facebook, financial services, social, social media, social media compliance, Social Media for Financial Advisors, social media marketing

Update: What’s New In Social Media

Posted by Mikki Ware on November 7, 2014

Social media moves at the speed of – oops, something new just came out. If you’re having trouble keeping up, here is a list of the most recent updates, apps, and features on your favorite social networks.

Read More

Topics: facebook, linkedin, social media, Social Media News, twitter, vine

Engage & Convert: How Financial Services Can Build Relationships on Social Media

Posted by Mikki Ware on October 23, 2014

We’ve all heard the terms B2B and B2C – but when it comes to social media, isn’t it all about P2P? In other words, people communicating with other people. Of course, as a business, the end goal is sales, but you can’t lose sight of thought leadership and consumer needs to get there. In fact, studies show that 71% of consumers who experience a quick and effective brand response on social media are likely to recommend that brand to others, compared to just 19% of customers who do not receive a response. The net net – social media isn't just about broadcasting your brands message, but responding and relating to people online.

Read More

Topics: compliance, Compliance, facebook, financial services, gremlin, linkedin, social media, Social Media, social media compliance, Social Media Education, twitter, Uncategorized

Marketing to the Generations: How to Connect With Gen X

Posted by Mikki Ware on August 15, 2014

Ask yourself: who is your audience? All financial institutions are not created equally, so it is important to have a grasp on to whom you are selling your services. Previously, we discussed how to reach out to millennials, those born between the years of 1980-1999. Now it’s time to talk about their predecessors, the group born between 1960-1979 who Douglas Coupland famously coined as Generation X.

Generation X presents an interesting challenge for marketers because there is no slam dunk way of appealing to them. They are tech savvy, but not as likely as millennials to look for their banking solutions online. They have a bit of money, but quite a bit more debt than Boomers; not that Gen X are frivolous spenders. The debt is a result of their position as the most educated generation, and consequently, the generation who owes the most in student loans. Let’s take a look at what else you can expect from Gen X, and how to close the deal with them.

Read More

Topics: facebook, Gen X, linkedin, Marketing, social media, Social Media, social media marketing, Social Media Marketing, strategy, twitter, twitter marketing

Your Bank is Social, Now What? 11 Ways to Protect Your Online Rep

Posted by Mikki Ware on July 14, 2014

Have you Googled yourself lately? What comes up on search engine results pages (SERP’s) can make or break your online reputation.  Harvard University research on Yelp shows that a 1-star difference in reviews on Yelp may result in 5% to 9% in business gained or lost. Review sites aren’t the only place customers can let you know their opinion. A  study by Brandwatch found that customers of financial brands are more likely to use social media and online forums to air grievances . There is also the issue of poor reputation for the financial services industry overall. The 2014 Edelman Trust Barometer found banking and financial services to be the least trusted industries globally. Add to that the challenges of balancing personality and regulatory responsibility, and having an online presence might make you ask – why bother? Use these tips to change public perception and control the conversation about your financial brand.

Read More

Topics: facebook, google+, gremlin, linkedin, reputation management, Reputation Management, Social Media, social media for banking, Social Media for Banking, twitter

Gremln Get Started Guide For Banks: 3 Key Steps For Social Media Strategy

Posted by Emily Lange Rodecker on May 28, 2014


So you have decided your bank needs a social media presence – great – now what? Before creating your social media accounts, the Gremln Get Started Guide outlines 3 key steps for a successful social media strategy:

1)     Determine Your Purpose & Voice – Decide how you plan to use social media to further your organization. Is it for brand awareness? Building relationships within your community, customer service, or all of the above? The goals you set for your brand on social media will determine the direction of your strategy. Additionally, you will need to define the “voice” of your social media to ensure your messages have the same tone across the board. Are you casual and fun, friendly, or more professional? Know your audience and choose the voice most representative of your brand.

Read More

Topics: compliance, Compliance, facebook, FFIEC, gremlin, linkedin, social media, Social Media, Social Media Education, social media for banking, Social Media for Banking, strategy, twitter, twitter business, twitter marketing

Banks, Don't Bore Your Customers: 3 Ways To Succeed At Social

Posted by Mikki Ware on April 8, 2014

Banks and financial institutions face a number of challenges when it comes to digital marketing, particularly with social media. Compliance and privacy issues pose unique challenges for financial marketers who recognize the benefits of having an online presence, but are beholden to guidance from the FFIEC, FINRA and SEC. Still, some banks and credit unions are successfully leveraging social media to further their brands. Susquehanna Bank is a Lancaster, Pennsylvania-based bank operating over 260 branches in four states including Pennsylvania, Maryland, New Jersey and West Virginia. The bank engages its more than 15,000 Facebook followers with weekly features such as “Where is it Wednesday?” and “Trivia Tuesday” — as well as social responsibility campaigns dedicated to helping those in need.

Read More

Topics: compliance, Compliance, facebook, FFIEC, social, social media, Social Media, social media compliance, Social Media Education, social media for banking, Social Media for Banking, social media marketing

Facebook News Feed Changes & What It Means for You

Posted by Emily Lange Rodecker on January 9, 2014

In early December, just before the holiday season went into full effect, Facebook announced yet another change to the News Feed algorithm.

According to Facebook's blog, survey results show that people are increasingly interested in reading articles and sourcing news from Facebook -- especially from mobile devices. Facebook has been sending traffic to news sources more and more over the past year, nearly tripling the amount of visitors sent from the social network to various news sources. As a result, the social network is putting more weight on high quality news stories and less on viral, meme-based posts.

Read More

Topics: Business, content, content engagement, engagement, facebook, facebook algorithm, facebook engagement, facebook news feed, facebook newsfeed, facebook story bumping, news feed, news feed algorithm, newsfeed, newsfeed algorithm, social media, Social Media, social media engagement, social media updates, story bumping

Subscribe to the Gremlin Social Blog

Recent Posts