New research by Greenwich finds that 31% of investors are contemplating a change to their advisor in the next 12 months. Additionally, 39% of investors find a manager’s social media presence important.
Investors today demand more than ever before from their financial advisors and wealth managers. Is your firm effectively using digital and social to find that money in motion, initiate new client relationships and grow AUM?
In this webinar, Hearsay’s Chief Customer Officer, Matt Newman, and leaders from LinkedIn and Merrill Lynch Wealth Management discuss investor attitudes and engagement on social media — including how advisory and wealth firms can utilize digital to gather new assets.