Google “New York wealth adviser” and David Edwards' Heron Financial Group is one of the first firms to pop up, due in part to his early and dedicated approach to social media.Read More
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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.Read More
Among Facebook's more than a billion users are a growing number of investment advisers who use the network, as well as other social media sites such as Twitter and LinkedIn, to communicate with clients and prospects for new business.Read More
Ah, the good old days of the mid-1990s, when business people debated whether they needed a website. Lately there’s déjà vu in the air now that social media is playing a greater role in the affairs of financial advisors.Read More