Social media can be an effective tool for attracting new clients—especially ultra-high-net-worth individuals. These individuals, who have assets between $5 million and $25 million, report using Facebook (50%), LinkedIn (42%), and YouTube (27%).*
Get started: expand your presence online
|Breaking Down Barriers presentation
It's easy to expand your online presence with our tools. Of course, if you haven't already, check your firm's social media policy before trying new strategies.
|Financial Professional Guide to Social Media
Learn about the growth of social media, the opportunity it presents in the financial services industry, what's in it for financial professionals, and how to establish or enhance your social media presence.
Getting started on social media is easier than you think. Just follow the steps in this guide.
Grow your business with LinkedIn
With more than 100 million members in the United States alone, LinkedIn is an invaluable—and potentially lucrative—networking resource. Discover how to best capitalize on it.
Capturing Multi-Generational Assets
Download our checklist and presentation to learn how you can capture multi-generational assets and prospect on LinkedIn in less than 20 minutes per week.
Getting Warm Leads via LinkedIn
Five easy steps to prospecting and getting strong leads through LinkedIn flyer and presentation.
Watch these videos for business-building tips using LinkedIn and Twitter.
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* Spectrem Group, 2015.