What's The Firms Social Media Policy? – LinkedIn, YouTube, Facebook, Twitter
Remember that the representative you’re speaking with at the firm you’re interested in, represents that firm. Far too often I see and hear firm reps answer questions that quickly appease the advisor at a high-level, at which point the advisor checks that question or concern off of their box.
I’ve helped 500+ advisors successfully transition and I strongly encourage you to dig deeper and dive into the specifics.
I hope this video is helpful.
#FATransition #CoreyWalen #financialadvisor #socialmedia
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Contact & connect with me:
Text: (908) 902 4903
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Thanks for watching!
Corey Walen
Bridgemark Strategies
