Some financial advisors immediately ask for a meeting at this point. However, you may find it more effective to watch and engage and get to know someone a bit first. Use social media to demonstrate expertise and build trust over time. Avoid pitfalls. If you are allowed to venture past the library of preapproved content at your firm, be careful to both stay compliant and to protect your personal brand. Be sure to read an article before you share it. In the world of click bait, the headline may be vastly different than the article itself. Avoid fake news by only sharing content from reputable outlets such as well-known newspapers, magazines and networks. Remember to actually include the links to the article and make sure they are working. Make it a habit to be active on social media to avoid creating a ghost town. No pitching.
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