Tuesday Mar 04, 2025
Social Media and Financial Advisors: A Waste of Time—Or Mission-Critical? – Episode 38
Between financial advisors and affluent clients social media defies conventional wisdom about digital engagement. Although it’s largely viewed by clients as a “nice to have” feature from their advisors rather than a must-have, social media can play an important role in enhancing credibility and positioning.
With that in mind, let’s take a look at some of the complexities around advisors’ and clients’ views of social media—and how you might better navigate this landscape.