Social media was once seen as the ultimate marketing tool for financial advisors seeking more market share. It provided a platform capable of reaching a vast audience, connecting with clients and prospects, and tracking the success of marketing initiatives. It

Socrates said it well: “Know thyself.” But Yogi Berra said it better: “If you don’t know where you’re going, you’ll end up somewhere else.” For RIAs, self-knowledge – which includes an understanding of the firm’s ideal client persona (the people you need