About this Guide
More and more clients, especially in the younger generations, seek financial advice on social media. And yet, many advisors aren’t leveraging social media to attract new clients because they’re unsure of how to do it or are concerned about inadvertently violating compliance requirements.
Nonetheless, social media has indisputably become a critical component of any impactful, modern strategy to grow meaningful client relationships—and this guide will show you how a social engagement platform driven by enablement technology empowers advisors to overcome their apprehensions and start using social media to its full potential.
What you’ll learn
- How to find and curate the right content
- How to leverage new connections
- How to share content and measure its effectiveness
- How to reduce risk with automated compliance controls