Marketing Through Social Media

THE FUNDAMENTALS OF MARKETING in the financial services business are the same as they have been for the thirty-two years I’ve been in the business, and I predict they will still be the same thirty-two years from now. Financial advisors must put themselves in front of new affluent individuals and build trusting relationships with them, and those financial advisors who are always doing this are the ones who reach a million-dollar and beyond financial services practice.

But while the fundamentals haven’t changed, the methods to execute those fundamentals have changed. What has changed over the years are the ways financial advisors can market themselves. The marketing methods I used when I first started my ...

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