Take a look at this infographic for recent trends in social media for financial advisors and high net-worth investors!
Curious to see how our platform integrates with your social media accounts? Schedule a time below and we would be happy to show you one:one!
(1) Lenok, D. H. (2016, August 5). Ultra Rich Embrace Social Media for Information, Not Advisor Contact. Retrieved from Wealth Management.com: https://www.wealthmanagement.com/high-net-worth/ultra-rich-embrace-social-media-information-not-advisor-contact
(2)Putnam Investments. (2019, April). The Putnam Social Advisor Survey. Retrieved from Putnam Investments: https://www.putnam.com/static/pdf/advisor/putnam-social-advisor-survey-6.pdf
(3) Spectrem Group. (2018, November 19). Reaching Wealthy Investors Through Social Media. Retrieved from Spectrem Group: https://spectrem.com/Content/reaching-wealthy-investors-social-media.aspx