Category Archives: Social Media for Financial Advisors

7 Ways Financial Advisors Can Gain Leads Through Twitter

In our first two articles in this series, we discussed how financial advisors can leverage LinkedIn and Facebook for lead generation. Now it’s time to talk Twitter. Twitter is a fantastic resource for prospecting. A study by Putnam Investments reports that 66% of financial advisors saw an uptick in new business using social media in […]

5 Ways Financial Advisors Can Gain Leads Through Facebook

The next in our 3-part series focuses on Facebook. The social behemoth lends itself to the personal and the professional, making for plenty of opportunities to connect with your network and develop new leads. Financial advisors offer a unique service that lends itself quite nicely to social media. While there are plenty of regulations to […]

6 Ways Financial Advisors Can Gain Leads Through LinkedIn

As part of a 3-part series, we’ll be exploring the various ways financial advisors can gain leads through social media and work to expand their businesses and gain new customers. First up? LinkedIn – the professional social network. Your presence on LinkedIn is all about expertise – showing you know your stuff and that you’re […]