Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing clients. Approximately 40% of advisors use social media as a marketing tool, according to a 2024 Kitces report titled "How Financial Planners Actually Market Their Services." A social media marketing plan template offers a starting point for developing, implementing and monitoring outreach campaigns. Add new clients and AUM at your desired pace with SmartAsset's Advisor Marketing P ...