Minneapolis—“We’ve got to make a change in our support personnel,” John explained with a rather painful expression. “My personal assistant just isn’t capable of communicating clearly with the other players on the team.” Ouch! We’ve all been there...
Financial advisors are feeling pressure to get on the social media bandwagon. But will canned content and compliance-approved writings drain the life out of a spontaneous, free-flowing medium?
Elite advisors have turned mapping their affluent clients’ social network into an art form.