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Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
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- financial planning
Using Social Media to Attract New Clients
by Ryan W. Smith As social media and interactive websites have proliferated in recent years, there are some advisors who have found unique ways to harness these forums and attract new clients. Many writers, celebrities, …
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- client relationships
- financial advisors
- financial planning
What social media sites have the most users?
Facebook reports that it has approximately 1.23 billion active monthly users and well over 2 billion users in total. LinkedIn has 467 million users while Instagram has 100 million active users each month, about the …
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- client relationships
- financial advisors
- financial planning
What is more influential today? A neighbor’s opinion or a social media post with 1,000 likes?
It depends greatly on the topic, but in today’s world, it does appear that a stranger’s comment or post with 1,000 likes is more directly influential than the opinion or knowledge of an acquaintance. There …