Eighty-five percent of financial advisors in a nationwide survey by Putnam Investments said they use social media in their practices today. The reason is a good one: more (and younger) clients.
Brian O'Connell is a former Wall Street bond trader and author of the best-selling books, such as The 401k Millionaire. He's a regular contributor to major media business platforms. He resides in Doylestown, Pa. Brian may be reached at [email protected]