What They’re Doing Right: Rafi Rodriguez

by Craig Faulkner on May 22, 2013 at 2:50 pm

Rafi Rodriguez of Rodriguez Financial Strategy LLC is a smart, forward thinking advisor. He has focused particular attention on LinkedIn, and has spent a considerable amount of time updating his summary, experience, awards, interests, education and history. Below is our interview with Rafi, who shares some valuable insights.

What They’re Doing Right: James Maendel

by Craig Faulkner on May 14, 2013 at 3:09 pm

Up next in our series “What They’re Doing Right“is our interview with James Maendel. James is the President of Maendel Wealth Management Group and is a total social media guru. We were blown away by his insight and are excited to share with you what he had to say about how to find success on social media sites.

How did you get started on social media? And what strategy did you start out with?

I started interacting on social media a year and a half ago. Here is my general approach: I keep my website focused on my practice, use Twitter for the day-to-day news and market information, and use Facebook for a wider reach and highlights from local news, such as teens who make a business and find success, or anything people would be interested in.

What They’re Doing Right: Candace Bahr

by Craig Faulkner on April 23, 2013 at 2:36 pm

Up next in our series “What They’re Doing Right” is Candace Bahr, an LPL advisor and principal of Bahr Investment Group. Candance is incredibly driven and successful in all areas of her practice, and she has taken that same energy into her social media marketing. She approaches her pages with a definite plan and direction. Take a look at three great strategies she is using on her LinkedIn page:

Introducing the FMG App: Your Name, Your Brand, Your App

by Craig Faulkner on April 12, 2013 at 1:35 pm

This week we launched The FMG App, the first app for financial advisors and their clients. With the FMG App you are able to answer questions, schedule appointments, push out great content and send personal messages at any time. It’s the perfect marketing tool, and it’s all yours.

We Show Up in Financial Planning Magazine

by Craig Faulkner on March 13, 2013 at 2:37 pm

Financial Planning Magazine is running a series in their online magazine called “30 Days, 30 Ways.” It has some great marketing tips. Today’s issue is all about social marketing, with three articles covering different facets of the social marketing challenge. Here is just enough to get you interested and a link so you can read all three articles:

“Social media, as the name suggests, is about being social and connecting with others. Being boring, dry or too formal won’t work. You have to be yourself, experts say. Read More…