2019 has been an absolute face melter for equities. The S&P 500 is within striking distance of making history again, the index is 1.15% away from the all-time high of 2940.21 and animal spirits are more active than ever as Uber plans to IPO. In fact, Uber's market cap will be larger than Bitcoin and it takes 29 banks to organize.
I concur and believe it's important to build rapport with your clients through social media. According to a recent study by Broadridge Financial Solutions, the majority of millennial (89%) and Gen X (59%) investors say they are open to connecting with their financial advisor on social media. The top three platforms for connecting with younger clients: Instagram, SnapChat and Twitter.
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