Welcome to Wired Advisor™
We help financial professionals and firms build digital influence to attract, grow, and retain their ideal client relationships in a wired world.
If you’re planning on meeting the expectations and experiences of your clients and prospects in the digital age, you must evolve and innovate, or risk being left behind!
The digital revolution is here to stay (and 8-track tapes aren’t coming back either).
Your clients and prospects are reading financial blogs, participating in social media, listening to podcasts, watching videos, and consuming much of this “new media” content from their mobile devices.
It’s not enough to just keep pace with your clients and prospects, you need to stay ahead of them.
When you build your digital and social media strategy on an influence-based foundation, you can confidently lead your clients and prospects through the financial challenges and opportunities they face in today’s global economy.
Why Wired Advisor™?
Over the past five years we’ve worked closely with over 100 financial professionals and firms to help them develop a digital influence strategy and platform to enhance their online reputations, build digital trust and credibility, attract new client relationships, and deepen relationships with existing clients.
Building and implementing a successful digital influence strategy is a process. We help our clients simplify, streamline, systematize, and optimize this process.
About Stephanie Sammons, Wired Advisor™ Founder
Our founder, Stephanie Sammons, spent 15 years as a financial advisor in addition to serving in leadership roles at Merrill Lynch and UBS. She continues to hold the CERTIFIED FINANCIAL PLANNER™ designation.
In addition to working with financial professionals, Stephanie has also consulted and worked with financial institutions, firms that support financial advisors, and financial start-ups on digital influence strategy.
In 2014, LinkedIn named Stephanie a “Top 25 Social Media Expert You Must Know” and adSpringer listed her as a “Top 100 Digital Marketing Expert”. She has also been named a Top 5 financial industry blogger by RIABiz.
Stephanie speaks at top digital marketing and social media conferences including New Media Expo, Social Media Marketing World, FinCon, Agents of Change, Podcast Movement, as well as financial industry conferences. She’s been featured, interviewed, or quoted in the following media publications:
Wall Street Journal, Forbes, WealthManagement, Investment News, Journal of Financial Planning, Financial Planning Magazine, Registered Rep, ThinkAdvisor, Social Media Examiner, Social Media Today, Dallas Morning News, and Entrepreneur on Fire.
The Wired Advisor Method™
The Wired Advisor Method™ is our proprietary process for helping financial professionals and firms identify and leverage their unique Personal Influence Advantage™ to win and keep clients in the digital age.
Building personal digital influence with your existing and ideal clients creates long-term leverage and scale for your business.
How to Work With Wired Advisor™
#1)Take advantage of our free resources:
Get Stephanie’s weekly “Influence-Building” Email Updates (and receive a free copy of her Power Tip Sheet: 10 Tips to Build Your Digital Influence)
#2)Sign-up to enroll in Stephanie’s signature virtual course:
#3)Work With Stephanie and the Wired Advisor™ Team
We work with financial advisors and planners to help them successfully “go” and “grow” digital. Whether you’re just starting out or you’ve been at it awhile, we can help you.
Additionally we work with financial firms, institutions, firms that serve financial advisors, and financial media publishers on various types of digital projects and programs.