 So, where does a financial advisor begin? Since most firms allow their advisors to use LinkedIn, and Google loves it (algorithms between Google and LinkedIn are well aligned), it’s a great first step in taking control of your digital footprint (real estate). Oh, by the way, it’s also your professional persona online."Matt Oechsli, author, Building a Successful 21st Century Financial Practice: Attracting, Servicing & Retaining Affluent Clients.
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So You Don't Think You Need a Social Media Presence?
Matt Oechsli | wealthmanagement.com, October 2015
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Summary: The reality in affluent decision making is to ask around (word-of-mouth-influence). What follows shortly thereafter is a Google search. Although word-of-mouth influence remains the key impact factor in decision making, the trend to search online is growing. From my perspective, every financial advisor should build out his or her LinkedIn presence – it’s a terrific first step to an overarching digital strategy.
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