Clara Shih CEO, HEARSAY (Author of: The Facebook Era: Tapping Online Social Networks to Build Better Products, Reach New Audiences, and Sell More Stuff)
Just 35-percent of advisors say they use social media tools for work, but those that do report higher revenue growth and increased client book of business compared to those that don't. This session will offer best practices in social media for advisors and discuss regulatory limitations and requirements as well as share advisor's best strategies for building a bigger book of business.
- Yes, to Another Wirehouse or Regional Firm.
- Yes, Considering Independence.