The New Skool

The Social Media Survival Guide for Financial Advisors


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Advisors, your prospects are checking you out online before reaching out. Social media isn’t just for trends—it’s a trust builder. 

- Validation – People search you after a referral.

- Client touchpoint – Stay visible between meetings.

- Network growth – Get in front of COIs & ideal prospects.

You don’t need to be everywhere—just where your best clients are. Focus on creating value, engaging meaningfully, and using social as a tool, not a chore. Tune in for other social media marketing tips!

Connect with me: 

  • Candice Carlton on LinkedIn

Want to learn more…

  • Visit ficommpartners.com
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The New SkoolBy Candice Carlton

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