A Social Media Discussion with The CONNECTED Advisor – Morningstar Investment Conference

The CONNECTED Advisor, a dedicated team of financial industry professionals with extensive experience in training thousands of financial advisors, recently interviewed attendees at the Morningstar Investment Conference in Chicago June 8-10th. Discussion topics included managing the client review process, and leveraging social media while remaining compliant.

See Maureen Wilke of The CONNECTED Advisor interview attendees Erik Olsen of Arque Advisors LLC, Blane Warrene of Arkovi Social Media Archiving, and more.

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