Vocatus

Strong Social Media Policies Shield Wealth Firms from Potential Fallout

For financial advisors and wealth management firms, the risks of social media extend well beyond potential hits to reputation.

After the killing of right-wing activist Charlie Kirk, many people were fired or disciplined after their personal posts drew attention, a reminder that whether on Facebook, LinkedIn or another platform, online speech can have professional consequences.

What Bryson DeChambeau’s Journey Teaches Advisors About Personal Brand

What Bryson DeChambeau’s Journey Teaches Advisors About Personal Brand If you don’t think a personal brand is important, take a look at Bryson DeChambeau. Following DeChambeau’s epic 2024 U.S. Open win, Ray Hennessey, CEO of Vocatus, wrote a piece for Advisorpedia exploring how important DeChambeau’s brand was to his own journey. Read Ray’s column here […]

There’s Power in Optimism in Your Messaging

There’s Power in Optimism in Your Messaging While there’s no way to compel people to be optimistic, financial advisors can play a role in helping people make that choice by the way they choose to speak with clients. In a guest column in Advisorpedia written during the Covid era, Ray Hennessey, CEO of Vocatus, wrote […]