Build engagement with those connections you already have
Your online profile is not complete if one major channel is missing
Social media will help you learn more about clients in a timely fashion, but don’t ignore making personal contact
Prospective clients could use social media to learn about your extensive qualifications or expertise and decide to invest with you as a result
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to use positive reviews to offset negative ones on social media.
LinkedIn is the top social media source among institutional investors
A unique approach can help you stand out from the pack
The “digital scrapbook” can help you in all points of the client-relationship cycle
FCA says communications must be fair, clear and not misleading
Find out how to stay on the right side of the regulators while using social media