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4 Simple Steps For Financial Planners To Jump on the Social Media Bandwagon

Caitlin Zucal

For financial planners, social media is an important tool as they search for newer ways to generate leads, build personal relationships with clients and prospects, and grow a reputation as an influencer in financial services. However, many are still hesitant to jump aboard the social media bandwagon due to compliance regulations and lack of knowledge on how to begin.

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