Resource LibraryNot Categorized

A Social Selling Roadmap for Financial Services

Build a social selling program that drives revenue through advisor engagement while ensuring compliance.
Web Social Selling Finserve Hero 1500X1950

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

Download your resource now

Share This:

Related Resources

owly asset not found
Case Studies

How Stocksy’s fixing stock media

owly asset not found
Case Studies

How a 1930’s pecan candy company is turning heads on TikTok

Stuckey’s started as a humble roadside stand on the back roads of Georgia in 1937, then grew to become America’s first roadside retail chain in the 1960s
owly asset not found

Digital Trends 2022 Q4 Update

The Global State of Digital 2022 (October Update)
Get the training you need to grow your career