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Advent Software Jumps On The Bandwagon Of Vendors Offering Advisors Advice On Social Media Marketing
It's increasingly common for vendors to offer social media training and ideas to advisors, and the latest one is Advent Software. The proliferation of free advice to advisors about using social media is absurd.
BDs are holding social media seminars. Account aggregation software firms are offering webinars. And now, Advent, which ironically is among the most disliked software vendors serving advisors, is offering RIAs advice on social skills.
Advent just blast-emailed advisors an offer for a free guide, "Social Media In Investment Management."
"Social media's potential value to investment advisors is enormous and growing," says Advent. "Social media is a way to connect, build trust with, and inform a large number of customers, but it also presents a range of regulatory and operational challenges. Regulators in the US and Europe have only issued general regulatory guidance. As a result, firms are skeptical about what steps they should take, if any, to start their foray into social media."
Advent's guide to social media best practices for advisors may indeed cover some important ideas for advisors. It includes six steps for developing a social media framework. tips for navigating the four main social media websites, and a "best-practices framework for developing a comprehensive social media policy."
But the proliferation of free advice about social media best practices for financial advisors is wasting advisors' time.
Social media advice programs from advisor vendors are often created by someone with no credentials as a social media expert. People with relatively few connections on LinkedIn or Facebook, no recent blog posts, and who tweet rarely are anointing themselves as social media experts and giving advisors advice on social media.
That Advent, a vendor that makes portfolio reporting software, has jumped on the social media training bandwagon takes the trend to a new level of ridiculousness.
But let's be constructive.
I'd love Advent to publish a best practices guide about using Axys to create a composite index that can be used in advertising by an RIA. How about you?
Any suggestions on a best practices guide you'd like to see from Advent?
Questions?
How and why does the Advisor Products system work?
In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.
A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.
- Differentiate you from competitors
- Expose clients and prospects to your brand message more frequently
- Build an ongoing relationship with customers
- Increase your follows and fans on social media
- Drive more prospects to your website
- Help convert prospects into leads
- Increase number of pages indexed in Google
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
