How Financial Firms Can Adopt Social Selling

Jack Thurston
Jack Thurston
Digital Director, Marketing, William Blair & Company


1 October 2015 - 07:00 UTC

Financial services companies are increasingly using social selling to identify and engage with the right prospects, aiming to drive high-quality lead generation and nurture lasting customer relationships.

A social selling program can turn your social media presence into a powerful sales tool—and, with the right training, your financial advisors, agents, and other revenue producers into influential brand advocates.

Watch social selling experts from William Blair & Company, LinkedIn, and Hootsuite to hear about the benefits of a scalable, compliant social selling program. And learn about the crucial role social media education and training plays in its successful implementation.

Including real world examples and practical tips, this webinar covers how to:

  • Benefit from adopting a scalable social selling program across your entire organization

  • Implement effective product, strategic, and policy training to ensure your social selling program is both effective and compliant

  • Give advisors and other revenue producers the social selling tools and support they need to become effective social brand advocates

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  • Jack Thurston

    Jack Thurston

    Digital Director, Marketing, William Blair & Company

    As the Digital Marketing Director at William Blair & Company, Jack is responsible for leading the organization's digital marketing strategy, which includes social media, marketing automation, CRM, and web properties.  Previously, Jack was Managing Director and Head of Marketing for BAI, a boutique retail financial services research, training and consulting firm.  Before that, he was Vice President of Marketing at LaSalle Bank (now Bank of America), focused on firm-wide marketing and sales enablement integration as well as marketing strategy for commercial banking.

  • Craig Paris

    Craig Paris

    Head of Enterprise Sales Solutions, Financial Services, LinkedIn

    Craig Paris is a Senior Sales Manager for the Financial Services division of LinkedIn’s Sales Solutions. He manages a team of enterprise account executives that help Financial Service organizations grow revenue by strategically leveraging LinkedIn to deepen client relationships and uncover new opportunities.

    As an accomplished senior executive with over 17 years of sales and management experience building and leading truly engaged teams, Craig is passionate about sales training and navigating upon the rapidly evolving market. Prior to joining LinkedIn, Craig was CRO at Whitepages and held various sales leadership roles at DoubleClick, adMarketplace and CIBC.

    Craig graduated with a BA in Communications and Advertising from the University of Hartford. Outside of LinkedIn, Craig enjoys spending time with his family and friends and he has a passion for live hard rock concerts and hiking.

  • Michael Blondé

    Michael Blondé

    Director, Enterprise Education, Hootsuite

    As Director, Enterprise Education at Hootsuite, Michael Blondé is responsible for building education technology focused on the future of social business communications, within the enterprise marketplace.

    Michael is a passionate business developer that specializes in strategic partnerships, entrepreneurship, social media and education strategy as well as enterprise marketing and sales. He’s a founding teammate of TedxKelowna and the Marathon of Sport Director of MotionBall for Special Olympics Canada. Prior to joining Hootsuite, Michael held director level roles at Metabridge, connecting top start-ups in Canada to the Silicon Valley and Bnocular (formerly CommonDeeds), a social gaming platform to unite communities around a common goal and track and share results.

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