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.
But which social media tools should advisors use and what steps should they take first? There are five essential questions every advisor should answer in order to effectively grow their connections, referrals and business on social:
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