Learn how using social media can help position you for referrals, enhance client relationships, and build your online brand.
Potential clients may be searching online for information about you right now. If so, what will they find? What do you want them to know about you?
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of mass affluent use social media1
of affluent investors say that they would interact with financial advisors via social media2
of financial advisors actively prospecting on LinkedIn converted new clients from that process2
of the financial advisors who converted new clients from LinkedIn had $1 million or more in new assets under management from new clients2
Social selling is the strategy of using social media to help deepen relationships with existing clients and prospect for new ones.
The 4 Key Aspects of Social Selling
Want to learn more about social selling and how to incorporate it into your business? Explore this site for resources and tools to help you execute an effective social selling strategy.
Our consultative wholesalers are also ready to help! In fact, our wholesalers actively use social media to communicate, interact, and share valuable information with their connections. Contact us to schedule an appointment.
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New to LinkedIn?
In many ways, LinkedIn complements the way you already build and manage your practice. This comprehensive guide will teach you the essentials to get started on LinkedIn quickly and effectively.
Already on LinkedIn?
You may be on LinkedIn already and have a solid understanding of the basics. This guide will show you how to take your LinkedIn efforts even further with advanced strategies to help you grow your client base.