From Financial Planning
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Summary: Social media helps firms and advisors distinguish their brand, provide quick customer service, gain competitive intelligence, and stay ahead of trends, according to research conducted by Smarsh, a financial archiving firm. In fact, the amount of advisors reporting a gain in business through social media reached 92% in 2018, up from 49% in 2013, according to Putnam Investments. In the same time period, personal and business use of social media by advisors increased 10 basis points from 73% to 83%.
From InvestmentNews
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Summary: In a financial planning industry constantly chastised for not taking succession planning seriously enough, Michael Chasnoff might be considered an anomaly: He's 12 years into a 22-year succession plan.
From ThinkAdvisor
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Summary: Investors want more engaging and mobile-friendly communications with actionable advice from their advisors, according to a survey released Friday by Broadridge Financial Solutions, which provides advisor marketing among other services.
From Financial Planning
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Summary: In our ongoing efforts to help advisors prepare for what’s to come, I agreed to be sent on assignment into the year 2039 to interview a financial planner who has successfully made a variety of significant transformations.
From ThinkAdvisor
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Summary: You are attending a community event. You see a high-profile person across the room. They look just like their annual report photo! You realize this might be your only opportunity to meet them. Your hands get clammy. You feel like you are back at a high school dance. What do you do?
