Why RIAs would rather go to Twitter than talk to a wholesaler

Interesting points from Pat about how RIA’s tendency to do their own research impacts how they purchase services and funds

An interesting component (and often unrecognized value) of adding a social media element to asset management campaigns is “behind the scenes”. From wholesaling perspective – it is often a lead with the product, terms and specs and the mechanics. Important yes – but not as the lead. Understanding how managers and product manufacturers 'think’ and through what lenses they view the market provides a richer view for advisors to gauge what products they want to consider.

Integrating social neworking with other forms of marketing, is key.