Updated Thursday, May 23, 2013 as of 10:53 PM ET
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Using a Social Media Strategy to Build Relationships Online

Marketing expert Marie Swift says some advisors are realizing success using today’s interactive, real-time web to amplify their voice and position themselves not just as thought leaders but as social creatures on a mission to educate the public on all things financial.

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The financial planning community has a lot of knowledge and wisdom - way more than any individual writer or commentator. But how do we tap the deep wisdom of the crowd to help us resolve important, complicated issues? Bob Veres, a columnist for Financial

Using a Social Media Strategy to Build Relationships Online

Postby VictorGaxiola » Mon Jan 23, 2012 4:11 pm

Dear Marie,
Thank you for sharing these stories illustrating that adoption is growing and advisors are finding value through the use of social media tools. Testimonials and stories shared from advisors on how social tools helped them get new business, improve client services or retain clients will increase adoption over time. This is an evolutionary change in the business and early adopters will be rewarded by being first to market. As one who visits regularly with advisors across the country you can provide a better insight on the trends that are happening on the use of social.

I expect that 2012 will be big year for social media adoption in our industry.
Sincerely,
Victor Gaxiola
@victorgaxiola
VictorGaxiola
 
Joined: Sun Mar 06, 2011 8:10 pm



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