Fits like a glove. (Or is that a muumuu?)

2012 is here and though social media is being used successfully by many Cambridge rep-advisors in their practices, I’m certain even more can realize the benefits.

In my previous blog, The Journey to Social Media Is in Your Control, I suggested that social media should fit like a glove for rep-advisors—because you already know what to do!
Read more

Can You Use Some Social Media Success?

Wow!  Over 250 Cambridge rep-advisors attended the TRAIN webinar I just presented with Holliey Brinkmeier and Savannah Ledger of our social media support team on Wednesday, December 7.

It was evident when we returned from National Conference in November that many of our rep-advisors had gotten started with social media, but hadn’t quite figured out key techniques that would get results. That was the basis for the webinar and a new companion guide entitled “Social Media Best Practices for Rep-Advisors.” Read more

The Journey to Social Media is in Your Control

A couple of months ago I co-published a whitepaper on social media with Victor Gaxiola of Red 7 Marketing that was bound into Investment News: Advisor Success in Social Media – Return on Influence and Managing Client Relationships with Social Media. The gist of the whitepaper was that you, as a trusted advisor, already have all the know-how required to leverage Social Media in your practice. The only two things that are missing is an understanding of the technology and Cambridge’s interpretation of FINRA Rules 10-06 and 11-39 – both of which we’ve helped hundreds of Cambridge rep-advisors with to date. Read more

Social See, Social Do

Welcome to my inaugural blog post to Cambridge’s Plains Vision. My blog posts are intended to highlight advisor best practices regarding social media as well as share insight into what we are doing at Cambridge to support your interest in social networking. Read more