Social media tools are crucial for meeting client needs, experts say

11/14/2011 | Financial-Planning.com

Financial advisers should look to videos, smartphone applications, Facebook and Twitter to engage clients, says Omaha-based CLS Investments. "It's not only their current clients, but this is where their clients' beneficiaries are living," said Jim Anderson of CLS. The firm posts a weekly market-commentary video on its website, which users can access by scanning QR codes with their smartphones.

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