Thanks for the great interview.
When you say few Financial Advisors use social media, I think it is actually worse than that.
On Twitter, most Advisors who use social media push corporate content ... like robot. What's worse for a Financial Advisor who competes with roboadvisor than showing a robot presence in social.
Advisors should use social, like in real life: ask questions, be social and even better: HELP people.
A classic example: quite ofter HNW executives request for help in social. They are hiring people, looking for a specific expertise.... These are golden opportunities for advisors. They may know prospective candidate, they must have in their network people who can help.
If they reply that they can help but in private, most of the case the HNW exec will follow them and engage in a dialog.
What is amazing is that Advisors just do that in real life but they just don't have the mindset of doing it in social.
Anyway thanks for this article !