Financial Advisors Knowledge Center
The Socially Savvy Advisor
Know why social media works for savvy advisors?
Because it puts you where today’s high net worth investors are — online, using social media to influence their personal investment decisions1. What better place to be than where you have a clear view into their lives. A view you can’t get in between your regularly scheduled client review meetings..
But do you know how to maximize your social effort for real results?
- Stay in contact with clients—and be there for their marriages, births, retirements and more
- Identify and network with prospects
- Deepen client relationships by sharing educational content and industry trends
- Feed a new source of referrals into your sales pipeline
Download our free toolkit and learn how you can grow your business with easy-to-implement tactics, and how you can avoid the pitfalls. Plus, find out how to set up a strong plan for social media success.
For more information, contact an SEI Advisor Network Consultant at 888-734-2679.
1Institutional Investing: How Social Media Informs and Shapes the Investing Process, Greenwich Associates, April 16, 2015, Daniel J Connell
Information presented by SEI Advisor Network, a strategic business unit of SEI Investments Company (SEI). Services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI.