ways social media

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  What Works in Client Communications? Getting Personal

  By Allen Williamson  |  December 12, 2012

  Spurred by the financial crisis and recession, advisors now favor more high-touch communications with clients, including in-person meetings and telephone calls.

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  Social Media and Advisors: Easier Said Than Done

  By Marc Zeitoun, CFA, Rydex|SGI  |  March 14, 2012

  The latest AdvisorBenchmarking report indicates that while a sizeable number of advisors surveyed say they currently use social media, most do not—mainly because of uncertainty around navigating compliance issues

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  Advisors Rediscover the Value of Talking Directly to Clients

  By Marc Zeitoun, CFA, Rydex|SGI  |  December 8, 2011

  The latest AdvisorBenchmarking survey shows big increases in advisor use of face-to-face meetings and telephone calls with clients, while they remain skittish on social media.