Advisers need to be using social media, says Barbara Stewart, CFA. Call it social selling. It is not a replacement for traditional, proven selling practices, but in today’s world, you have no choice but to incorporate it into your daily life as an adviser.
Donald Trump has changed the communications landscape by redefining the role of the media in disseminating information to the public. This disruption will expand well beyond politics, as executives learn how to interact with earned and owned media in this new and sometimes hostile era.
A panel of social media experts gave their perspectives on social media's value proposition and how to best leverage the technology as an investment professional at the 69th CFA Institute Annual Conference. It turns out it's not rocket science.
Financial advisers looking to strengthen their firm and improve their practice for private clients may find that the best results come not from conflict, but from cooperation.
"It has never been more important to be able to differentiate yourself as a financial adviser than it is right now," Josh Brown, CEO of Ritholtz Wealth Management, explained. "And social is how we do it. It’s how anyone can do it if they want to put in the time and the effort."
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