Social media is where the customers you need to reach are interacting – not just the next generation of investors, but your current clients of all ages and strata. And the economics of these social media (blogs, Facebook, LinkedIn, Twitter and YouTube) are compelling – they offer low cost-of-entry, relative ease-of-use and nearly immediate feedback.

Advisors who have embraced “social” as an important component of their marketing and service toolbox must monitor and manage the content they distribute. Social media archiving solutions bridge the gap between public social media platforms and the advisory practice. They collect and store postings and comments made by you and others on social media platforms and store the information in a readily accessible database.  There are a variety of approaches to archiving and here we seek to review the ways in which this can be accomplished, along with the pros and cons of each approach.

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