What Advisors Are Learning About Mixing With Reporters—And What Reporters Want Advisors To Know
Quite a few financial advisors using social media are becoming expert marketers. We say that based on our observation of the Twitter-using advisors featured on AdvisorTweets.com. Many of their tweets link to a range of communications tactics being employed–and in some cases we have the opportunity to see their impact.
For example, over the last 12-18 months several advisors have used their social media participation to attract the attention of the media. Individual, mostly independent advisors (@behaviorgap, @curtisfinancial, @curtismithcfp to name just a few) have raised their profiles—and attracted new clients—based on their interactions with reporters.
We find the advisors’ success with this fascinating. While several resources exist to help financial advisors market themselves, the playbook has yet to be written about mastering the social media dance with the media. What best practices can social media-savvy advisors share with other advisors? How do reporters source topics and people to talk to? What advice can the media give advisors hoping to engage them using social media?
September 15 Webinar To Feature National, Regional Media
We’ll explore all that and more when we moderate a free Advisor Perspectives Webinar “Engage The Media Using Social Media” at 4 p.m. Eastern/3 p.m. Central Wednesday, September 15. Register here.
The Webinar will bring together these panelists:
Roger Wohlner, CFP, known on Twitter as @rwohlner Most recently, Wohlner was quoted in a widely circulated August 2, 2010, Wall Street Journal article “ETFs Shunned By Many Plans.” ETFs and 401(k)s are a subject Wohlner regularly tweets about. He’ll outline his social media activities, how they’ve led to heightened media attention and what that’s meant to his fee-only business.
Gail Marks Jarvis, award-winning syndicated personal finance columnist for the Chicago Tribune and author. On Twitter, she’s @GailMarksJarvis.
Robert Powell, MarketWatch.com Retirement blogger and editor of Retirement Weekly newsletter. On Twitter, he’s @RJPIII.
Brent Hunsberger, personal finance columnist at The Oregonian. On Twitter, he’s @onlymoney.
We’ll discuss:
- The role that press releases, email newsletters, blogs, social networking, search engine optimization and other tactics play in helping raise an advisor’s profile.
- How reporters prefer to be engaged online, along with a few tips for captivating them.
- How financial advisors can leverage their media mentions.
One benefit of participating in social media—“joining the conversation”—is the potential to influence the conversation. If you attend this hour-long Webinar live, you’ll have ample opportunity to get your questions answered about how to build a productive relationship with the media.
Hope to see you “there.”



August 24, 2010 - 4:17 pm
Your 9/15 webinar is in the same timeslot as the InvestmentNews webinar featuring data from the upcoming Moss Adams report.
So do you plan to offer an archive of your webinar?
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August 24, 2010 - 4:30 pm
Yes, Bill, it will be archived. Thanks for asking.
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