Social success plans
Most advisers have dipped a toe into using social media, be it personally or professionally. Making it both effective and safe for an advisory practice, though, requires a few tricks. Here are nine tips for bringing your social media presence to the next level.
(Source: Jared Trexler, social media manager and marketing specialist for Ed Slott and Co. LLC, speaking at FSI Advisor Summit in DC on Sept. 10)