Does Social Media Help Strengthen Client Relationships?
News from WealthManagement.com:

Advertisement

The answer depends upon whom you are asking. 

In our latest social media research project, we divided our participants into Early Adopters and Casual Users. Early Adopters are advisors who use social media daily to acquire new business, research clients and prospects, and integrate social media into their overall

… Read the full article
.

Related News:

The Advisor of the Future
News from WealthManagement.com:

Brett King, author of Bank 2.0 and founder of Movenbank, delivers FSI’s keynote address.

Advertisement

What will financial advisor of the future look like?

According to Brett King, a self-styled “futurist,” author of the book Bank 2.0 and the keynote speaker at FSI’s Onevoice 2013 conference here, the future belongs to financial advisors who are digital natives, comfortable ceding ground in terms of expertise in clients eyes, and flexible enough in work habits and practice to adopt to rapid change.

He fully concedes the audience is underwhelmed by the revelation. “We look at this message with a skeptical eye. We’ve heard this before, and nothing has fundamentally changed.”

After all, some financial instruments have deep historical roots. The word “check” is derived from a Persian word used by traders on the Silk Road. Bonds were sold to citizens of Verona in the twelfth cent…………… continues on WealthManagement.com

… Read the full article