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
WealthManagement.com
