Skip to content

Social Media Is Key to Humanizing Financial Services: SIFMA Seminar

Just as advisors are being asked to do it all for clients in general, they are being asked to do it all on social media, experts say.

The plus side? “There’s the power [social media] can have to help you make a difference with retail investors as clients plan for retirement, get kids through school, etc.,” said John Maurello, head of the Securities Industry and Financial Markets Association’s private client group. “And social media fits so nicely into the fabric of helping investors fulfill their financial goals.”

Visit the Resource Center

Download White Paper, Infographics, Industry Reports and More…

Visit Resources