Should You Use Social Media to Reach Clients
To be sure, many other advisors prefer more old-style interaction. “The thinking has traditionally been that when it comes to the personal nature of financial planning or wealth management, clients prefer in-person meetings and more traditional forms of communication,” says Amy Gordona, vice president and head of marketing at Kestra Financial, an independent advisor platform based in Austin, Texas. Consequently, she says, the financial industry overall may be losing out on an inexpensive and ultimately worthwhile venue. “If you are not meeting and engaging with your clients where they already are, and where they want to be met, then you are missing out,” she says.
Financial Advisor Magazine, July 1, 2019