Filed Under:Agent Broker, Agency Management

IQ: Rich Customers: Advisors Who Don’t Use Social Media “Behind the Times”

Financial advisors who don’t maintain a social networking presence are considered out of touch by their affluent customers, according to a new survey by Spectrem Group.

The poll of approximately 2,500 affluent investors found that many consider an advisor "behind the times" if they do not use social media in some capacity. Nine percent said they would actively research potential providers to evaluate their social media activity, Spectrem said.

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