Finect: Individual Investors Social Media Behavior Report


Author: Sherry Chen
Company: Finect

Advisors: Do investors want your personal life details on social media?

Finect: Individual Investors Social Media Behavior ReportAs you may know, TheDigitalFA is the only portal dedicated exclusively to the social media, technology and digital marketing needs of Advisors and Financial Advisors. TheDigitalFA further differentiates itself as our articles, podcasts and white papers take into account the unique rules and regulations the SEC and FINRA place on Financial Advisors and Advisors.

From time-to-time we are fortunate to receive timely and pertinent information from our Thought Leaders that help our subscribers understand the world of social media a bit better and how it may affect their business in the future.

If you’d like to become a subscriber, which is free, please do so by filling out the subscription form provided. In appreciation of you subscribing we are pleased to be able to provide you the results of the Finect 2014 Individual Investors Social Media Behavior Report.

We all know about the increasing number of individual investors using social media to engage with their advisors: more than a one-third of financial advisors now use social media for business purposes.

But do you know what kind of social media presence and behaviors are actually important to investors? Simply creating an online profile is not enough to generate value. In this study, Finect surveyed individual investors to learn what they want to view on their advisors’ social media feeds and what kind of social media behaviors will affect investors’ decisions to choose advisors.

We hope this study will provide clear guidelines to financial advisors who are on social media but are still not clear about how to use and leverage it.

Please register for your free subscription to TheDigitalFA today and discover what the Finect’s 2014 Survey has identified as the interactions that don’t work with your clients.

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