Social Media Training for Wealth Management Professionals

According to Accenture, 87% of US adults with an investment account visit social networks regularly. This means social media is becoming as important as traditional media for wealth managers.

Whether you’re in a large firm or you’re a financial advisor in private practice, you need to know how to use social media sites like Facebook, LinkedIn, and Twitter for your advantage.

Use the Power of Social Media to Find New Clients and Nurture Existing Ones

Social media improves prospecting by shining a light on the interests and concerns of prospective clients. It is a powerful way to complement your advice delivery to existing clients, and it contributes to superior customer service,

But that’s not all. Social media gives investors a chance to learn more about your company than in the past, and it provides invaluable feedback on what people think about you or your company.

Even at this early stage, strong social media strategies are yielding new assets from connections made on LinkedIn and Twitter.

Yet for many, the way forward is often unclear.

Successfully navigate regulatory guidelines

Only in 2011 did regulators begin allowing financial advisors to communicate on social networks. Since then, the rules and regulations have been evolving quickly. Many wealth managers are hesitant to act because they’re uncertain about compliance with FINRA or SEC regulations.

But waiting is dangerous. If you don’t adopt social media strategies now, you will be handicapping yourself for years to come. Especially because the younger generations consider social media a natural part of life.

Achieve your growth, profit and career goals

It is crucial that you understand the dynamics of social media now, and learn how to use it to achieve your growth and profit goals.

That’s exactly what you’ll learn when you enroll in Penton Education Service’s Online Training Course, Social Media for Wealth Management.

In this groundbreaking online training course, you’ll learn…

• How to prospects for new clients
• Research new clients using social media
• Market and build brand and visibility, and a lot more
• How to stay within compliance and regulatory constraints
• Metrics to measure the effectiveness of your program
• How to keep clients engaged and improve their satisfaction