Knowledge and Insight > Manage Your Practice

Advisors Staying Relevant Online

Juliette Fairley | Financial Advisor, June 2016

Summary: Sallie Mullins Thompson is trying to grow the financial planning aspect of her business. The financial advisor has been practicing for 20 years but only recently turned to a social media content provider for help.

“The purpose of content marketing is to attract and educate people without selling. You want to communicate with clients in a way that makes sense and showcase your expertise by sharing content.”

Marguerita Cheng, Blue Ocean Global Wealth

< Previous Article

Team building 101: Determine distinct roles and who can best perform them

Next Article >

Robo surprise: What we didn't see coming

comments

Be the first to comment on this Article