We teach entrepreneurial financial advisors how to build a strategic online presence for business growth in a wired world.
How and Why We’re Different from the Others:
- We believe it’s critical for financial advisors to develop personalized online “expert” media brands for the principals of the firm. Whether you are a one-person practice or a firm with many advisors, each individual represents a unique “personal” brand expert and has the ability to attract, cultivate, and retain client relationships.
- We believe it’s critical for financial advisors to publish their own unique insights and thought leadership content through blogging. In an industry where public testimonials and recommendations are forbidden, self-publishing offers a tremendous opportunity to effectively tell your story, share your perspective, and attract your ideal clients.
The financial advisory industry is undergoing massive disruption. Those financial advisors and firms who embrace the power of digital publishing and social media communications will continue to take market share and thrive in a wired world.
About Stephanie Sammons, Wired Advisor™ CEO and Founder
Stephanie is a CERTIFIED FINANCIAL PLANNER™ and former 15-year financial advisor. She left the corporate financial services industry in June of 2009 and officially launched the Wired Advisor brand in January of 2010. Stephanie’s long-term success as a financial advisor propelled her into leadership positions at both Merrill Lynch and UBS where she coached thousands of financial advisors during her tenure while continuing to manage her own book of clients.
Stephanie has an in-depth understanding of the high trust, high touch, and now high tech nature of the financial services industry.
Named by LinkedIn as on of the “Top 25 Social Media Experts You Need to Know” and as a Top 10 Financial Industry Blogger by RIABiz, Stephanie is recognized as a leading authority in digital “influence” marketing for financial advisors, financial services firms, business professionals and entrepreneurs.
Stephanie has been a guest speaker at the world’s largest new media conference (New Media Expo), the Social Media Marketing World Summit (2013, 2014), the Financial Blogger’s Conference (FinCon), and was one of 45 experts chosen to speak at the largest virtual social media conference to ever take place, the Social Media Business Success Summit.
Additionally, her thought leadership insights have been featured on popular online social media marketing and financial services industry publications. She has been either interviewed or quoted in the Wall Street Journal, Forbes, Wealth Management, Investment News, Financial Planning Magazine, Registered Rep, HorsesMouth, Social Media Examiner, Social Media Today, and Entrepreneur on Fire.
Stephanie has consulted with some of the top financial industry institutions, companies, and start-ups on content marketing and social media strategy.
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