Episode 14 : 11/28/2016

Create, curate and connect: social media for advisors

social-conversations-header

Sheri Fitts

CEO
ShoeFitts Marketing

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

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Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Create, curate and connect: social media for advisors

Our topic today is social media – how to use it effectively as a financial advisor, why employing social media strategy is important, and some mistakes to avoid before you send out that first tweet. We start with the concepts of social media and how to set goals for your strategy, and then dive into details with tools, tips, and techniques that you can use today to make a greater impact on social networks. Our expert guest is Sheri Fitts, founder and CEO of ShoeFitts Marketing. Sheri is a widely recognized speaker and influencer in the financial industry, as well as the author of Deconstructing Digital: Simple Ways To Connect With Your Next-Generation Financial Clients.

In this episode:

  • Which social media platforms are best for financial advisors
  • How the internet has changed the advising industry
  • The ROI of social media
  • Staying compliant while using social
  • Components to a successful social media strategy

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