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Finding prospects using social media

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May 8, 2014 10:28 am


I'm interested in hearing whether people use social media finding prospects, and what approaches you've tried. I've spoken to a few people who use facebook and linked-in quite successfully, so I wanted to know if anyone else had tried this.

What are your opinions?

May 30, 2014 4:09 am

Hi Meenamaesa,

I’m happy to help here. I run a company called finservMarketing and our entire focus in education financial professionals on digital marketing for their practices. Social media is a big part of that equation.

There are a lot of techniques to use. A recent blog post I wrote however might help crystalize the value of social media for your practice and give you some direction of where to start.

I would love to hear your thoughts on the post and what are some of your most pressing questions about using social media in your practice. We are continuing to build out our curriculum and we want to make sure we are helping advisors with what they need most.

Let me know if there is anything else I can help with.



Jun 25, 2014 9:28 pm

Just a quick update of the URL for the blog post I shared above: