A social media connection is not a relationship. It’s the first step to forming a relationship. Follow-up is critical for financial professionals to stay top-of-mind with prospects. Here’s how to follow-up strategically with social media connections.
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Did you catch this NY Times article on “Technology’s Impact on the Value of Financial Advice”? The article discusses the increasing role of technology in an advisor’s practice, and whether or not it benefits the client as well as the advisor. Additionally there is some commentary about the use of social media in advisory practices. […]
I'm Stephanie Sammons, founder and CEO of Wired Advisor. We specialize in helping professional services entrepreneurs (financial advisors, lawyers, accountants, consultants and coaches) build digital influence for business and marketing success.