Social media has taken over as one of the primary ways consumers give and receive information. As regulations become more clear to financial planning practitioners, using social media will become a necessity to continue to grow your business and build your brand.

As early adopters of social media using including LinkedIn, Facebook, Twitter and blogging in 2008, we are now on phase two of implementing another half dozen platforms. But beyond the obvious aspect of helping make you visible on the internet, social media is still baffling to many financial planning practitioners. How do you use social media to acquire new, high-quality financial planning clients? Here’s the secret formula that has worked for us.

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