Saturday, December 20, 2008

Financial planning firm benefits from Twitter

Are you struggling to figure out how Twitter micro-blogging can help you as a financial advisor?

In "Yes, Twitter Can Help Financial Planners," Bill Winterberg blogs about how using Twitter helped his firm do a better job of ensuring their tax loss harvesting is executed without errors.

Twitter brought him a solution to a pesky challenge in an Excel spreadsheet. It was a problem he'd unsuccessfully tried to resolve by Googling. Then he sent out an appeal for help via Twitter--and got his solution within a day.

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Susan B. Weiner, CFA
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Copyright 2008 by Susan B. Weiner All rights reserved

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