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Everything Financial Services Needs to Know About Social Selling, Part 2

About this Webinar Series
According to research by Hootsuite and Forrester, 78% of financial advisors are already taking advantage of social media to drive sales revenue. Why? Because it works:

- Social sellers outperform peers who don’t use social by 72%
- Teams that leverage social media see a 21 % increase in pipeline velocity
- There is 33% less churn from customers acquired via social selling

Part 2 - Scaling Your Social Selling Program
In this webinar Pershing's Head of Corporate Communications, Anthony Sicoli, will walk us through the steps necessary to go from social novices, to experts, to superstars, as well as the learnings and challenges they faced when evolving their own social selling program.

Social selling in financial services is not a one-off project. When done right, it is a multi-stage, multi-year journey. Join this webinar to learn more.

What You'll Learn
- How social selling can support advisors to increase customer lifetime value and deal size

- The people, processes, and technologies that are key to successful (and compliant) social selling programs

- How to build a multi-stage roadmap, regardless of where you are in your social selling journey
Recorded Jan 26 2021 58 mins
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Presented by
Anthony Sicoli, Pershing's Head of Corporate Communications / Ben Cathers, Global Principal Solutions Consultant at Hootsuite
Presentation preview: Everything Financial Services Needs to Know About Social Selling, Part 2

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  • Everything Financial Services Needs to Know About Social Selling, Part 2 Recorded: Jan 26 2021 58 mins
    Anthony Sicoli, Pershing's Head of Corporate Communications / Ben Cathers, Global Principal Solutions Consultant at Hootsuite
    About this Webinar Series
    According to research by Hootsuite and Forrester, 78% of financial advisors are already taking advantage of social media to drive sales revenue. Why? Because it works:

    - Social sellers outperform peers who don’t use social by 72%
    - Teams that leverage social media see a 21 % increase in pipeline velocity
    - There is 33% less churn from customers acquired via social selling

    Part 2 - Scaling Your Social Selling Program
    In this webinar Pershing's Head of Corporate Communications, Anthony Sicoli, will walk us through the steps necessary to go from social novices, to experts, to superstars, as well as the learnings and challenges they faced when evolving their own social selling program.

    Social selling in financial services is not a one-off project. When done right, it is a multi-stage, multi-year journey. Join this webinar to learn more.

    What You'll Learn
    - How social selling can support advisors to increase customer lifetime value and deal size

    - The people, processes, and technologies that are key to successful (and compliant) social selling programs

    - How to build a multi-stage roadmap, regardless of where you are in your social selling journey
  • Everything Financial Services Needs to Know About Social Selling, Part 1 Recorded: Jan 19 2021 60 mins
    Scott Rogerson, CEO, UpContent / Davis Riar, Business Value Consultant at Hootsuite
    About this Webinar Series
    According to research by Hootsuite and Forrester, 78% of financial advisors are already taking advantage of social media to drive sales revenue. Why? Because it works:

    - Social sellers outperform peers who don’t use social by 72%
    - Teams that leverage social media see a 21 % increase in pipeline velocity
    - There is 33% less churn from customers acquired via social selling

    Part 1 - How to build a Social Selling Program
    In this session, Scott Rogerson, CEO from UpContent—a content curation platform—and Hootsuite’s Business Value Consultant Davis Riar will define what social selling looks like across financial services organizations, and the tremendous value it can bring to your business. If you’re interested in exploring how social media can better service your bottom line, this webinar will provide that clarity.

    What You'll Learn
    - How social selling can support advisors to increase customer lifetime value and deal size

    - The people, processes, and technologies that are key to successful (and compliant) social selling programs

    - How to build a multi-stage roadmap, regardless of where you are in your social selling journey
  • The Business impact of Social Transformation in Financial Services Recorded: Dec 9 2020 35 mins
    Ed Terpening Industry Analyst Altimeter Group & Ben Cathers Global Principal Solutions Consultant, Hootsuite
    Using social media for marketing is great. Keeping it stuck there while missing out on its broader business value? Not so great.

    Organizations often underestimate social media’s economic, cultural, and transformative! power, partly because there hasn’t been much actual research or proof to back it up. Until now.

    Join, Ed Terpening, an industry analyst at Altimeter, a social-media expert, and prior to joining Altimeter, a vice president of social media at Wells Fargo, and Ben Cathers, a Global Principal Solutions Consultant from Hootsuite with 20 years of experience in social media and strategic solution development .

    Together, they will draw on the exciting new research Hootsuite created in collaboration with Altimeter Group, where 2,162 marketers were surveyed to quantify how sophisticated organizations differed from those embracing the status quo. From this research, will see what resonates in the finserv industry, and whether financial brands are experiencing the same trends.

    Key learnings:

    - New data to help you build an effective enterprise social strategy in 2021, based on what's working with Hootsuite's largest customers.

    - Best practices for using social to strengthen relationships with customers align strategic planning with changing audience behavior in the light of COVID, and advance digital transformation efforts.
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Hootsuite is the leader in social media management, trusted by more than 18 million users and employees at more than 80% of the Fortune1000.

Our unparalleled expertise, customer insights at scale, and collaborative ecosystem help people and organizations succeed with social.

To see how Hootsuite can help your organization succeed with social, visit hootsuite.com/enterprise

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  • Title: Everything Financial Services Needs to Know About Social Selling, Part 2
  • Live at: Jan 26 2021 4:00 pm
  • Presented by: Anthony Sicoli, Pershing's Head of Corporate Communications / Ben Cathers, Global Principal Solutions Consultant at Hootsuite
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