Social Media and Financial Advisors: A Waste of Time—Or Mission-Critical? – Episode 38 Social media defies conventional wisdom about digital engagement between advisors and clients. Although it’s largely viewed by clients as a “nice to have” feature from their advisors rather than a must-have, social media can play an important role in enhancing credibility and positioning. With that in mind, let’s take a look at some of the complexities around advisors’ and clients’ views of social media—and how you might better navigate this landscape. Key Takeaways: - The vast majority of clients say they don’t care whether their advisors have a social media presence. - Millennials, however, are different—they expect you to be on social media. - Your social media strategy will be driven by your growth goals and your ideal target clients.