Updated Sunday, August 30, 2015 as of 4:01 PM ET

Social Media Referrals: 5 Questions for Advisors

When used effectively, social media can represent a boon for wealth managers, offering a way to keep in touch and build relationships with prospects and clients and stay updated on important life developments across your network such as a marriage, a new child, relocation or a retirement announcement. These milestones often provide an opportunity to revisit portfolio arrangements for current clients or an opening to reach out to potential new clients when they need it most.

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