Adviser's Consultant: How to build a social media strategy that begets business
Google “New York wealth adviser” and David Edwards' Heron Financial Group is one of the first firms to pop up, due in part to his early and dedicated approach to social media.
The advisory firm founder posts market commentaries, photos from conferences and other information on Facebook, LinkedIn, Twitter and the firm's YouTube channel. Many of the posts are linked between the platforms and lead visitors back to the firm's website.
“The breadth of information from us and about us on social media enables someone to go from curious to prospect to client in a short time frame,” said Mr. Edwards, who founded Heron Financial Group in 1993.