Are advisors’ social media marketing efforts succeeding? And if so, what does that look like? To find out, Wealth Management IQ in partnership with Commonwealth Financial Network recently conducted an in-depth survey to learn more about advisor marketing and whether those efforts are increasing organic growth.
This webinar will present highlights of this timely research, with a focus on social media. As a bonus, two advisors will discuss social media approaches that have been successful for them.
Specifically, the webinar will cover:
- How advisors approach growth at different stages of their careers
- How to align social media strategy with overall business goals
- LinkedIn, Instagram, Facebook, X. Which work best?
- How to convey credibility and expertise on social media
- How advisors measure the success of their efforts
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
Produced by
Sponsored by
David Armstrong - Moderator
Executive Director, Content
WealthManagement.com, Informa Connect
Maggie Johndrow, M.Sc., CFS®, CDFA® - Speaker
Financial Advisor and Partner
Johndrow Wealth Management
Dylan Ripley, AAMS® - Speaker
Financial Advisor and Managing Partner
Cedarwood Financial Partners
