Advisor’s Platform
Social Media Marketing For Financial Advisors
Our company is founded by Financial Advisors for Financial Advisors.
Our Core Values
We are first and foremost an educational resource
The more advisors we help the more families we help live their retirement dream
Be proactive, not reactive
Test and Experiment
Always look towards the future, not the past
As any financial advisor will tell you, our business is unlike any other. Our two-day Social Media Bootcamp will give you and your team the philosophy and best practices to market on the major social media platforms. No more expensive outsourcing to social media management companies; be able to control your online presence in-house.
What is included:
Seat for you and a key staff member
Social Media best practices guidebook
1 month worth of content branded to your firm
What will be covered:
The philosophy and level of importance of the different social media platforms (Facebook, Instagram, Twitter, Youtube, LinkedIn, and more)
How to fill seminars and events through social media at a fraction of the cost of traditional mailers
Compliance and best practices in using social media in the financial services field
How to track and measure the success of your social media marketing
How to do automated webinars
How to create online courses
