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.
Ask the Experts is an educational video series, hosted by Financial Planning that features an engaging Q&A with financial and retirement industry experts. This series, sponsored by Guardian, addresses questions and discusses how financial planners can succeed in today's 401(k) marketplace, including small-market needs, strategies, service and support as well as resources. Watch these videos to learn more.
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> Large Plan Services for Small Plan Clients
> Help Plan Sponsors Understand their Fiduciary Responsibilities
> Learn More about Guardian Retirement SolutionsTM