Social media as a pathway to new clients


Financial advisers typically land the vast majority of new clients from referrals.

Whether it comes from a friend, family member, associate or the barber, an endorsement generally leads prospects to check out advisers via their websites and social-media presences well before a get-acquainted meeting is scheduled.

Yet a significant and perhaps growing proportion of investors are searching for and connecting with advisers online without the benefit of a referral. This is accomplished either by means of a focused search or by discovering the adviser while reading up on personal-finance topics of interest.

Read the entire article at Investment News.