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An adviser’s social media strategy: Post, refresh, repeat

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Advisers should embrace social media with an authentic voice that shows their personal side, said marketing strategist April Rudin at the InvestmentNews Virtual Fintech Summit.

If there is a silver lining to the Covid-19 pandemic and yearlong lockdowns, it might be that the financial planning industry has started to move “out of the stone age and into the digital age” in terms of marketing and communications, according to April Rudin, founder and president of The Rudin

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