About Wired Advisor

Stephanie Sammons Wired Advisor CEO

Wired Advisor Founder/CEO Stephanie Sammons

Welcome! I’m Stephanie Sammons, founder and CEO of Wired Advisor.

We help financial advisors and firms build a more powerful digital presence through education and platform development services.

As founder and CEO of Wired Advisor, I’ve spent over 20 years building and growing entrepreneurial client-based businesses in the financial advisory industry, both offline and online.

What I’ve learned over the last 5 years from building a business online is that your digital presence and your digital influence are key to growing your reputation, client relationships, and referral opportunities.

No longer can you rely on an outdated website or sit on the content marketing and social media sidelines.

The internet has democratized influence and leveled the playing field. If you’re not building a more powerful digital presence, you stand to leave significant value on the table.

With margin compression, an aging client base, and industry innovation, your business is likely already going backwards…by default!

Staying relevant with a powerful digital presence and content strategy is not only good business, it is the right thing to do for your existing and prospective clients.

My Background

Prior to launching Wired Advisor in January of 2010, I ran my own wealth advisory practice for 15 years and served in corporate leadership roles for both Merrill Lynch and UBS. I continue to hold the CFP® designation.

In 2014 I was named a Top 30 Marketing Thought Leader and Top 25 Social Media Expert by LinkedIn.

My hand-picked team at Wired Advisor is small, creative, and technically savvy.  We’ve worked hands-on with more than 100 financial professionals and firms to help them successfully design, develop, and grow their digital influence platforms. I’ve also consulted with financial institutions and start-ups on website/blog design, content plan development and marketing strategy.

I’m a speaker at top digital marketing conferences such as Social Media Marketing World, New Media Expo, FinCon, Agents of Change, Podcast Movement, and have spoken at various financial industry conferences.

My marketing thought leadership content and insights have been featured in the following publications:

Wall Street Journal, Forbes, Entrepreneur, New York Times, LinkedIn, Investment News, Journal of Financial Planning, Social Media Examiner, Ragan.com 

Wired Advisor has amassed an active community following of 12,000+ financial advisors across social media channels and email subscribers. Join our community!

Sign-up for the Wired Advisor Insider email newsletter and get my FREE guide:

FREE GUIDE: 7 Steps to Building Your Digital Influence