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How Financial Advisors Should Be Using Social Media in 2020

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  • Create Date February 11, 2020

Social media is no longer an optional marketing tactic for financial advisors. According to a survey conducted by Putnam Investments, 84 percent of financial advisors use social media for business purposes, and of that number, 91 percent have gained new clients through social media. On average, they have seen an increase of $4.9 million in AUM from the time they started using social media.

Finding success on social media often boils down to two questions: who am I and who am I serving? If you know the answer to those questions, it becomes easy to tailor your content to your customer’s needs. Done correctly, social media becomes a significant tool for lead generation. Though you may be using social media to promote your financial advisory firm, the question becomes, are you maximizing your efforts by understanding the specific channels and using best practices.

In this PDF, we’ll cover a few quick tips on how to use the various social media platforms to acquire and retain new clients for your firm.

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