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A Social Selling Roadmap for Financial Services

Build a social selling program that drives revenue through advisor engagement while ensuring compliance.
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Most financial services organizations are now using social media in their sales processes—but with mixed approaches to program management, content curation, and compliance, they’re seeing a wide range of results.

From basic social selling programs that make compliant content available for advisors to share to advanced ones that combine social media with other tools to unify the customer experience across marketing, sales, and customer service, this guide outlines a multi-stage journey that organizations can use to build successful social selling programs.

  • Why social selling is the number one way for your advisors to connect with clients and prospects
  • The people, processes, and technologies that are key to successful (and compliant) social selling programs
  • How to build a multi-stage roadmap for your financial services organization, regardless of where you’re starting your journey

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