Social Media for Financial Advisors: Connect with Millennials and Female Clients

According to a December 2014 Putnam Investments study, 75% of financial advisors use social media for client development, and 66% credit their social media use for gaining new clients. That’s up from 49% in 2013 and represents an average $5.5 million in additional assets. Not unlike the financial planning business, social media is about building and maintaining relationships. Up-to-date [...]