Join us today for access to all our resources

A Financial Advisor’s Guide to Social Media| Summit


Eighty-one percent of financial advisors use social media for business, up from 75 percent in 2014. This significant amount of growth indicates that social media should no longer be considered an option but a necessary tool to help grow your business. As a financial advisor, you will need to embrace the latest communication channels or risk losing relevance to today’s investors. This guide from InvestmentNews explores the best practices for using these channels and delves into the type of content to use as part of your strategy. You’ll also learn:

  • Which social media networks offer the most opportunities to enhance your business
  • Why establishing a robust profile and interacting on LinkedIn is a must
  • How to showcase your experience and thought leadership to clients and prospects through posting