July 25, 2014 - Social media and other online communication may be top of mind for financial advisers, but many find there is no substitute for old-fashioned, in-person client events.
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Advisors have a love-hate relationship with the online directories that put their names in front of the public. On the one hand, they say, these services don’t exactly deliver a flood of leads.
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Financial advisers looking for new ways to find clients should consider whether the “look right under your nose” approach that's worked for a couple successful advisers would work for them, too.
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Whether it comes from a friend, family member, associate or the barber, an endorsement generally leads prospects to check out advisers via their websites and social-media presences well before a get-acquainted meeting is scheduled.
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Despite recognizing that wooing younger clients is vital to the longevity of their businesses, most advisers aren't making any effort to do so.
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Among Facebook's more than a billion users are a growing number of investment advisers who use the network, as well as other social media sites such as Twitter and LinkedIn, to communicate with clients and prospects for new business.
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Ah, the good old days of the mid-1990s, when business people debated whether they needed a website. Lately there’s déjà vu in the air now that social media is playing a greater role in the affairs of financial advisors.
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