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The ME-P Wants to Know
Increasingly, more brokerages and wealth management firms are pursuing various social media channels to connect with prospective medical clients and existing customers. Financial Advisors [FAs], RIAs and CPAs are using social media, as well.
Financial Services Late Adopters
Now, while adoption has been slow, this is changing as more firms embrace the technology required to make social media programs successful. This rapidly changing social media landscape means that individuals in the financial services industry, and their related organizations, must be strategic or risk falling behind.
Assessment
Join in and tell us how FAs, BDs, RIAs, CPAs and wealth management firms can, and should, take advantage of social media platforms. Give us your best tips and insights to help firms capitalize on these new opportunities to connect with existing and potential new clients.
Doctors – feels free to chime in as well. How has your FA or CPA been treating you; lately?
Conclusion
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Filed under: "Advisors Only", "Ask-an-Advisor", Information Technology, Surveys and Voting | Tagged: broker-dealers, RIAs, social media, social media for CPAs, social media for financial advisors | 2 Comments »
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