A Social Selling Roadmap for Financial Services

According to research by Hootsuite and Forrester, 78 percent of financial advisors are already using social media to drive sales revenue because it works. Social sellers outperform peers who don’t use social by 72 percent, and teams that leverage social media see a 21 percent increase in pipeline velocity.

Download this guide now to learn how to create a roadmap to maximize the opportunity social selling presents. You will also get details on the people, process, and technology you need in place to see real results. This includes:

  • Why a crawl-walk-run approach makes sense
  • What the 3 stages of social selling entail and how to master each level
  • How you can still stay compliant while getting the most out of social media

Remember that social selling is a multi-stage journey and not a one-size-fits-all, set-it-and-forget-it initiative. Find out how putting in the required work can pay huge dividends!



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