Tag Archives: Pinterest

How financial advisers can use Pinterest and QR codes

Here are two easy ways financial advisers can use Pinterest and QR codes to connect with clients and prospects

Last week, I connected with Lance Ritchlin, Publications Director for the Financial Planning Association, to highlight some quick takeaways on emerging technology for financial planners.

Specifically, Ritchlin wanted to know, is there any value in financial planners’ use of Pinterest (the “pinboard-style photo sharing website”), and what is one useful way financial planners can use QR codes?

Here are my best ideas all in under three minutes!

(click to watch on YouTube)

Infographics for financial advisers: communicate statistics and boost visibility in one picture

infographicFinancial advisers can use infographics to effectively communicate statistics as well as boost their visibility on the web.

Do you want your message to stand out from all the other financial advisers who are marketing on the Internet? Try branching out with some graphics.

Instead of typing or dictating your next blog post or copy for your marketing brochure, think about how you can illustrate the point you’re trying to make with images.

One of the fastest growing online social services is Pinterest (see: Smarsh president Stephen Marsh addresses Pinterest and compliance), in particular because it is easy to share images and pictures of things that are interesting. Pinterest walls can be made of anything, from pictures of wedding favors, photos of shoes, and yes, even images communicating financial planning recommendations.

So if you want to frame your financial planning message in a new and interesting way, consider making your own infographic.

An infographic (the words “info” and “graphic” smashed together) is a visual image that presents data and information in a compelling medium.

To learn about several online tools you can use to make your own infographics, go read this month’s Morningstar Advisor Quickview update, Create Your Own Infographics

PODCAST: Smarsh president Stephen Marsh addresses Pinterest and compliance

Founder of email archiving provider says advisers can use Pinterest without skirting compliance requirements

I had the opportunity to connect with Stephen Marsh, Founder and CEO of Smarsh, Inc., a company well-known for its email and social media archiving services.

Smarsh Founder and CEO Stephen Marsh

By now, most advisers are aware of multiple archiving solutions for social media websites like Facebook, LinkedIn, and Twitter, but it’s not so clear whether updates to emerging social media sites like Pinterest can also be archived.

In this podcast, Marsh shares information on his company’s Web Archiving product and how it allows advisers to “pin” updates to Pinterest and archive them for compliance purposes.

Marsh also addresses the company’s annual Electronic Communications Compliance Survey report with key statistics.

After listening to the podcast, use the following link to download the free compliance survey: 2012 Electronic Communications Compliance Survey

Click to view/download the PDF podcast transcript.