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Developing a Social Media Plan for Financial Professionals


Build an effective social media plan to expand client base

With the advent of social media it has never been easier for marketers to target a niche audience. And when it comes to the financial services sector it is no different. Financial professionals are realizing an effective social media plan is an essential part of a comprehensive communications strategy, particularly for advisors who want to maintain excellent client service and attract new business.

Examines the best platforms to bolster client communication

The Developing a Social Media Plan for Financial Professionals course will help students decipher the best platforms to use in a social media plan that builds brand awareness for themselves and their company. Once armed with the skills to implement an actionable social media plan, this course will produce concrete results. Students will be creating social media messages, and interacting online with clients, both current and prospective. Engaging clients in the accessible, immediate manner of social media creates an informed intimacy that will generate new business.

Who should enroll?

Developing a Social Media Plan for Financial Professionals is designed for motivated students at securities firms, banks, insurance companies and trust firms. This includes sales people, financial advisors, investment advisors, branch managers and insurance sales people. It is beneficial to anyone interested in social media, especially professionals who have not used social media.

Coming Soon: A NEW Social Media course with IIROC approved CE credits.