The biggest reasons Financial Planners are failing to see results from social media is because they have no social media strategy and are not using social media regularly.
Internet psychologist Graham Jones has told the Institute of Financial Planning's first social social media conference in London today that planners need realistic targets for their social media usage to maintain focus.
Social media expert Bridget Greenwood has urged Financial Planners to write down their social media strategy before implementing it to avoid expensive mistakes.
Justine Priestley, founder of business video company Really Bright Media, says that too many planners ignore the power of video to reach clients and some over-estimate the cost.
Morris Pentel of Customer Experience Foundation says planners can acquire new clients by providing thought leadership, expert advice, talking to common interest groups and "crowd sourcing."
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