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Social Media Tools for Financial Advisors

by ProResource | Nov 20, 2013 | Social media, Social Networking

Many financial advisors remain understandably leery about using social media especially in the face of regulatory compliance. However, they may be losing out on opportunities. According to the Cogent’s research report, “Social Media’s Impact on Personal Finance and...

3 Social Media Guidelines for Financial Advisors

by ProResource | Aug 23, 2013 | Marketing, Nurture, Social media, Social Networking

Although many financial advisors would like to get out there in social media, they’ve been cautious and with good reason. A July 2013 SEI poll of 200 advisors has found less than a third of respondents use social media.  They’re concerned about broker dealers,...

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