Advisor Confidence Index (ACI)

Advisors Strive to Include Social Media in Their Business Models

Use of social media has made the leap from the personal to the business world, including financial services. While financial advisors may embrace social media in their off hours, they find it challenging to employ it in their work, whether for prospecting, keeping in touch or commenting on issues and trends in the industry. That’s mainly because guidelines governing such use in the heavily regulated financial industry are complicated and sometimes unclear.

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