Social Media Prospecting for Financial Advisors

By combining The Oechsli Institute’s research on affluent investors with social media you will learn how to acquire more affluent clients in this increasingly digital world. This session offers tactical advice on using social media to bring in business.  We’re going to show you the right way to get face-to-face with affluent prospects using these tools.

You will learn how to…

• Develop a profile that mirrors your real world brand and resonates with affluent investors
• Tactically get face-to-face with prospects you connect with online
• Network like never before with LinkedIn
• Build online groups to attract prospects
• Monitor turnover and track local businesses
• Avoid some of the biggest social media faux pas
• Position yourself as a resource online
• Build deeper, more meaningful relationships with your clients, prospects, and COIs.

Kevin Nichols
Director of Coaching and Social Media
The Oechsli Institute

Kevin is the Director of Coaching and Social Media at the Oechsli Institute and is a leading expert on Social Media marketing for financial advisors. He coaches advisors and teams on social media usage, writes a bi-weekly eNewsletter for WealthManagement.com. He is also the creator of Social Media Prospecting Guide for advisors. Kevin has been heavily published on social media marketing for advisors by publications such as InvestmentNews, Registered Rep., WealthManagement.com, RIA Central, RIA Biz, and more.