Success Stories: How Advisors are Using Social Media for Business

Presented by

Chad Bockius, CEO, Socialware; Paul Hrabal, CIO, One Fund; Curtis A. Smith, CFP, Interactive Capital Management

About this talk

Join this interactive roundtable panel featuring industry experts from One Fund, Socialware and more as we discuss the use of social media by advisors, how this integrates to an overall marketing strategy, success stories and strategies, embracing social in a compliant fashion and finally tips on how you can sell your firm on opening up access. - Advisor survey summary - Part of an overall strategy? - Success stories and strategies - Are you compliant? - How can you sell social to your firm?

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With the unstable economic climate, even more pressure is being put on financial advisors to innovate and stand out from the crowd. In this interactive webcast series, thought leaders will present the latest industry trends and best practices to help you implement superior customer acquisition and retention techniques.