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Horsesmouth Essential: Here’s how one advisor has integrated Facebook into her business, the add-ons she uses to save time and meet compliance needs, and her weekly Facebook routine.
Even if you can't use Facebook professionally, your personal use can inform your prospecting efforts in your community. In many respects, getting on Facebook is not that different from joining a community organization, getting connected, and becoming visible to your target market.
Are you on LinkedIn? Facebook? Twitter? Here are 10 tips on how advisors can use social networking sites to market their businesses, get new clients, and leverage their community ties.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025