Results for "social media"

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Adviser's YouTube video attracts $1M client

November 2, 2011

While it'll never compete with Justin Bieber, one financial planner's You Tube post on financial standards of client care has become an unlikely hit. (Watch video below) In “Top 7 Things Your Wall Street Broker Doesn't Want You to Know,”...

Advisers not using social media are missing out on clients: survey

August 16, 2011

Financial advisers who aren't social networking are losing potential customers, especially among the affluent, according to a survey of wealthy investors. These investors may consider an adviser or provider to be “behind the times” if they...

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