Advisor Survey Recap: Social Media Use by Financial Advisors

Presented by

Chad Bockius

About this talk

This webinar will recap the study examining social media use by financial advisors across North America. Key questions we set out to answer: What percentage of advisors use social media for business purposes? Are firms taking the necessary steps to support this activity and remain compliant? Are financial advisors getting value from their investment in social media? Are myths around social media true (for example, the sites are only used by a younger generation, it takes too much time, advisors comply with their firm's policies and many more).

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