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in this video im going to share all the results that weve had at our wealth management firm when it comes to attracting new clients by using the different types of social media platforms out there so im going to be talking about linkedin facebook twitter youtube and tic toc just kidding not tick tock i havent used it i know theres some compliance uh issues out there as well and were mainly focused on people who are 55 and older so it wouldnt be a smart use of time i dont think yet but anyways just for some background the clients that were bringing on from these different platforms that we are using are usually within three years of retirement and they have a net worth of two to five million dollars and they care about retirement income strategies investment planning and then tax saving strategies and by the way if i havent met you yet im dave zoller and i own streamline financial its a wealth management firm in the suburbs of chicago and we created this channel to share wha
