Real Financial Professionals Blog

Real Financial Professionals connects consumers with investment professionals who have made a commitment to low-expense investing.

To qualify for a listing on RealFinancialProfessionals, advisors must be enrolled in a professional education program about low expense investing and financial planning.

Monthly classes are taught by independent thought leaders who have helped establish best practices for investment management and financial planning fiduciaries for over three decades: economist Fritz Meyer, portfolio design expert Dr Craig Israelsen, and tax and financial planning educator Robert Keebler, CPA/PFS.

RealFinancialProfessionals brings transparency to the opaque financial services industry by verifying an advisor’s subscription to continuing education about low-expense investing, quantitative analysis of economic fundamentals, and tax and financial planning.

Social Advisor Solutions

Wednesday, 07 September 2016

Super User

Marketing Consumer Tips

We've been doing such advanced work with our content management system, I've given short-shrift to our Social Media Dashboard (SMD) for advisors.

SMD was initially developed and put into production on advisor website in 2013. It's simple.

If an advisor or firm has an account at LinkedIn, Facebook, or Twitter, we push three tweets with every new article to every network. It's like HooteSuite but integrated with our content engine. When we devleop your website and email newsletter, we'll configure your social acounts with our content database. We do NOT write your social profiles or optimize it for your search terms unless you pay us to do so.

In addition to FINRA-reviewed tweets, the setup of FAME 3.0 includes inserting a script to display your social icons on every page of your site. This makes it easy for someone to connect with you and stay in touch. See the two screen shots below and this 29-second video.

SMD has been erratic at times. Facebook, LinkedIn and Twitter change their interfaces or the rules about how third party content providers must interact with them. Images would not be posted on Facebook or LinkedIn. Our devleopment team sems at long last to have fixed the issues and no users have reported a problem since April.

602 Hits