Everything You Always Wanted to Know About Social Media* (But Were Afraid to Ask) The median age of a new client that a financial advisor gets from social media is now 40 years old. That’s up by five years from 2018, when the median age was 35 (*according to the 2020 Putnam “Social Advisor” Study). The study also notes that the average AUM an advisory firm gets as a result from social media initiatives is now $4.9 million.
So when people ask the question "Do financial advisors ACTUALLY get new clients from social media?” the answer is YES, absolutely. But HOW might surprise you. Learn more Join this session to learn:
- Which types of social media posts/content work best
- How the social media algorithms work
- How to grow your followers
- Seven proven ideas to generate more engagement
CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval. | 
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