We help entrepreneurial financial advisors become trusted online experts. Our advisor clients are forward-thinking thought leaders and influencers in the industry, and in their respective markets. They are embracing the power of building digital influence as the solution for attracting and retaining clients today as the financial advisory industry continues to undergo massive disruption.
How and Why We’re Different from the Others
- We believe it’s critical for financial advisors to develop personal online “expert” 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 through blogging. In an industry where public testimonials and recommendations are forbidden, self-publishing offers a tremendous opportunity to effectively share your story, perspective, and expertise in a way that can be easily discovered and shared online.
As the stakes get tougher for gathering and retaining assets, the human element will make the difference. It’s the human element that cultivates likability and trust. Without it, your firm will look like every other financial advisory firm online today.
Marketing in a digital, social, and mobile world is completely different than traditional advisor marketing. With today’s tools and platforms, you have the ability to build a personalized brand coupled with a powerful thought leadership platform. You can share your perspective and insights with the click of a button, strike up conversations in an instant, network with prospective clients and professional alliances in just a few minutes a day, and stay top of mind in multiple “virtual” locations where your clients and prospective clients are spending their time.
We help to alleviate the complexities of digital, mobile, and social marketing for financial advisors.
About Stephanie Sammons, Wired Advisor™ Founder
Stephanie Sammons is founder/CEO and head strategist at Wired Advisor. Prior to launching the company in January of 2010, Stephanie spent more than 15 years as a professional financial advisor in addition to holding corporate leadership positions at both Merrill Lynch and UBS. She understands the challenges of today’s financial advisor in building unwavering trust with clients and prospective clients in an untrusting world. In her corporate leadership roles, Stephanie led financial advisor marketing, training, recruiting, company business development initiatives and community events. She has held the Series 3, 7, 9, 10, 63, 65, and insurance licenses over the course of her career.
Stephanie is recognized as a top thought leader in digital “influence” marketing and LinkedIn for business. She’s been named one of the Top 30 Top Social Media Bloggers in the World. 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 Success Summit. Additionally, Stephanie has consulted with some of the top financial industry institutions on content and social media strategy.
Stephanie’s thought leadership insights on digital business and social media strategy for professionals have been featured on popular social media blogs and financial industry publications. Stephanie has been featured in the Wall Street Journal, Forbes, Wealth Management, Investment News, Social Media Examiner, Social Media Today, and Entrepreneur on Fire.
Become a Wired Advisor Member
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