How financial advisers can use Pinterest and QR codes

Here are two easy ways financial advisers can use Pinterest and QR codes to connect with clients and prospects

Last week, I connected with Lance Ritchlin, Publications Director for the Financial Planning Association, to highlight some quick takeaways on emerging technology for financial planners.

Specifically, Ritchlin wanted to know, is there any value in financial planners’ use of Pinterest (the “pinboard-style photo sharing website”), and what is one useful way financial planners can use QR codes?

Here are my best ideas all in under three minutes!

(click to watch on YouTube)

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