Through social media, advisors can get a window into clientslives in ways that were once impossible.

While many advisors are still experimenting with their own social media presence amid regulatory compliance concerns, nothing stops them from tracking their clients online.

In some cases, advisors can apply what they learn on social media to offer ideas and solutions tailored to a client’s lifestyle especially when individuals reveal their lives online.

What Clients Read. Increasingly, advisors are treating social media as a vital tool to heighten their client engagement.

Other tech platforms can complement an advisor’s attempts to monitor clients online.

Knowing what clients choose to read, for example, gives advisors a sense of what topics are top of mind.

Keeping tabs on what clients read opens doors to greater client engagement, he adds.