Financial planning firm benefits from Twitter
Are you struggling to figure out how Twitter micro-blogging can help you as a financial advisor?
In “Yes, Twitter Can Help Financial Planners,” Bill Winterberg blogs about how using Twitter helped his firm do a better job of ensuring their tax loss harvesting is executed without errors.
Twitter brought him a solution to a pesky challenge in an Excel spreadsheet. It was a problem he’d unsuccessfully tried to resolve by Googling. Then he sent out an appeal for help via Twitter–and got his solution within a day.
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