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Everything You Always Wanted to Know About Social Media (But Were Afraid to Ask)

Available On Demand

The median age of a new client that a financial advisor gets from social media is now 40 years old. That’s up by five years from 2018, when the median age was 35 (*according to the 2020 Putnam “Social Advisor” Study). The study also notes that the average AUM an advisory firm gets as a result from social media initiatives is now $4.9 million.

So when people ask the question "Do financial advisors ACTUALLY get new clients from social media?” the answer is YES, absolutely. But HOW might surprise you. 
Join this session to learn:

  • Which types of social media posts/content work best
  • How the social media algorithms work 
  • How to grow your followers
  • Seven proven ideas to generate more engagement

Sponsored by



CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Samantha Russell
Chief Evangelist
FMG Suite


David Armstrong - Host
Editor-in-Chief and Executive Director of Content and User Engagement