Financial Planning's editors Scott Wenger and Ann Marsh sit down to discuss the magazine's annual look at who ranks atop the RIA industry.
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Effective use of social media can help advisory firms enhance branding, relate to clients and generate leads for new business, says Joanna Belbey, a social media and compliance specialist for Actiance.
Not every firm needs to segment its client base, but for those that do, effective communication with both staff and clients is key, says Fidelity's practice management head David Canter.