The Preeminent Advisor Audio Podcast

Social Media and Financial Advisors: A Waste of Time—Or Mission-Critical? – Episode 38


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Between financial advisors and affluent clients social media defies conventional wisdom about digital engagement. Although it’s largely viewed by clients as a “nice to have” feature from their advisors rather than a must-have, social media can play an important role in enhancing credibility and positioning.

With that in mind, let’s take a look at some of the complexities around advisors’ and clients’ views of social media—and how you might better navigate this landscape.

Watch, read or listen to find out more on our website for top financial advisors at CEGWorldwide.Com.

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The Preeminent Advisor Audio PodcastBy CEG Worldwide and CEG Insights