Summary: There’s no question that financial advisors are increasingly using social media platforms to communicate with current clients and to prospect for more, but exactly how they engage and how often depends in large part on their individual firms.
 More services are being run outside firms’ firewall. The safest approach is to block new digital communication channels. That works for a little while but won’t work in the long run … and advisors are also texting.”Steve Garrity, COO and founder, HearsaySocial |
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