Social Media for Advisors: How to Get Started

WASHINGTON -- Advisors can cite any number of reasons to steer clear of social media in their practice, but firms that resist new online channels altogether do so at their own peril.

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Comments (1)
I hope the advisors at Fidelity took note of Marie's comments and will heed her words to participate in social media for their practice to retain and grow their business. Although adoption of social media has grown at an evolutionary pace these past couple of years, we are starting to hear stories of advisor success in the field that can be directly attributed to social media presence and activity. This is good news.

I think the mistake many make is expecting that just having a presence will immediately lead to engagement and business, and are discouraged when there expectations are not met early in the process. Be patient, and be consistent. Take the time to listen to your connections, engage with them and grow over time. Advisors, agents and wholesalers are naturally social, so this digital presence should become second nature, and best of all- it scales.

I anticipate that over the next year we will begin to hear more success stories play out, and as I've said before, Success is the greatest catalyst for social adoption. We'll see....
Posted by victor g | Saturday, March 29 2014 at 8:19AM ET
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