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The power of social media follow-up

How to Follow-up With Your Social Media Connections

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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What’s the Point of Social Media? (You Might be Missing it)

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. […]

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Finding the Right Fit

At the recent Cambridge Investment Research National Conference in Atlanta, I sat in on the two presentations focused on Social Media use in Financial Services.   Both sessions were packed with advisors and in the first session they had to turn people away to avoid a fire code violation.  Obviously there was a lot of interest […]

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