eBook | An advisor's guide to social media

October 2, 2019 by Kelton Corcoran

about the author:

Kelton Corcoran

Senior content marketing specialist

Kelton Corcoran is a senior content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

Unlocking an entirely new method of client connection

Social media has become an essential tool for advisors to connect with others and enhance their brand.

Take it from firms who have already begun to embrace social channels. In its recent Social Advisor Survey, Putnam Investments found that firms leveraging social media brought in an average of $1.4 million in additional assets under management (AUM) directly related to clients found via social media. Additionally, the survey found that 83 percent of advisors have reported a shorter time to convert a prospect into a client thanks to their social media efforts.

For advisors looking to unlock these opportunities, this guide will give you a set of best practices to build strong brand recognition, make strategic connections, and prospect for future clients on various social media platforms.

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