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Let’s start with the basics. If you are not engaging people on social media as an adviser, it’s time to catch up. Most large companies are allowing it and if they are loosening the reins, that means that all advisers should be getting involved.
But as an adviser, your time is limited— perhaps more so if you’re out on your own, as I am. With so many social media outlets, where should you spend your time?
Dave Grant, a Financial Planning columnist, is founder of Retirement Matters, a planning firm, in Cary, Illinois. He is also the founder of NAPFA Genesis, a networking group for young fee-only … Read full bio
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