By John Stone
Many of our financial advisor clients are late adopters of social media and digital marketing. Why? The advisory business is deeply 1:1, highly personal and guided by confidentiality and extensive regulation. Launching into a social media and digital marketing strategy is fraught with potential pitfalls and a mis-step can undermine the hard fought reputation that is the life blood of the advisor and the primary source of new business through referrals.
So how should an advisor tackle the digital marketing minefield?