To be competitive today, financial advisors should be using social media to engage connections and capture qualified prospects.
Digital Foundation: This strategy is underpinned by your Digital Foundation, that is:
- Client and 1st degree connections on social networks, the three most important (e.g., LinkedIn, Twitter, FaceBook)
- Contact database
- Contacts in a CRM system (e.g., SalesForce, RedTail)
- LinkedIn Connections
- Alerts and monitoring