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Earn the Right to Connect With Clients on Facebook

Stephen Boswell and Kevin Nichols | WealthManagement.com, April 2016

Summary: Should you be Facebook friends with your clients? Absolutely. Why not? Our studies have shown five years of evidence that getting social improves the business relationship. The larger question to us is when and how should you do it?

LinkedIn is a little different; if you see a client there, connect indiscriminately. Facebook is much more personal; you have to earn the right to connect.”

Stephen Boswell is the COO for The Oechsli Institute and author of “Best Practices of Elite Advisors”. Kevin Nichols is the Director of Coaching for The Oechsli Institute and author of “The Indispensable LinkedIn Sales Guide for Financial Advisors”.

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