I hope you've had a chance to read Client Communications 2.0, a feature-length article in the May issue of Financial Planning magazine. I was pleased to interview several of the nation's top financial advisors and leading lights to learn how they think the Internet and social media are impacting client behavior and expectations.
The bottom line is that living in a wired world has created a new breed of informed, socially engaged buyer. Let's call him or her Client 2.0. This client is more prone to use social media (as well as friends and colleagues in the physical world) than advertising and company promotions to inform their decisions about products and services.
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