“I can’t believe what I’m seeing people post on Facebook these days. These are professionals who I know personally, and the stuff they post and then argue about – for everyone to see is absurd,” exclaimed Kathy after editing one of my articles, then suggesting “Why don’t you write something about this for financial advisors.”
Good idea Kathy. Let me put all of this into context. The following social media blunders to avoid are directed at financial advisors who are currently, or soon to be, using social media as a business tool – which, from our vantage point should be every financial advisor. They are based on our latest affluent investor research.
Photo: Bethany Clarke/Getty Images
Matt Oechsli is author of Building a Successful 21st Century Financial Practice: Attracting, Servicing & Retaining Affluent Clients.www.oechsli.com
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