Wired Advisor™ Corporate Services

WIRED ADVISOR™ is helping financial services firms to “GO SOCIAL”!
WIRED ADVISOR™ Corporate Solutions are designed for financial services firms both small and large.  If your firm is in the process of implementing a social media compliance solution, or you already have a solution in place, the time is NOW to train your advisors and representatives!
In an environment filled with increased pressure to allow your financial advisors to participate and engage in social media, there must be a strategic plan in place in order to guide them to make good decisions, stay in compliance, and work within the policies that your firm has or will be putting into place.  At WIRED ADVISOR™, we teach financial advisors across the country best practices for managing their online reputation, building a professional and consistent presence across the web, and contributing to the conversation with a personal, smart, targeted, and compliant thought leadership message. Your best financial advisors will learn how to grow their influence while capturing new client introductions and referrals utilizing our best practices in social media planning and implementation techniques.  The Wired Advisor™ social media strategies are compliant, efficient, and effective.
Wired Advisor has forged strategic partnerships with the leading compliance archiving solutions on the market; Socialware and Arkovi.  Whether your firm has a corporate compliance solution in place, or you prefer for your financial advisors to handle their own archiving, we can work within your parameters and objectives.
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CORPORATE SERVICES OVERVIEW

CORPORATE SOCIAL MEDIA CONSULTING

Our corporate social media consulting packages include a comprehensive suite of services and tools to help your firm establish, manage, and grow your unique online thought leadership presence through optimized social channels and custom blog solutions. Not only will we build your social media portfolio, we will provide ongoing consulting to help ensure your success in effectively targeting the right markets with your message, and managing your comprehensive social media presence as a firm.

FINANCIAL ADVISOR SOCIAL MEDIA TRAINING PROGRAMS
Your best financial advisors are masters at relationship building, natural connectors, and leaders in your local community. Empowering your advisors to engage and connect through social platforms while teaching best compliance practices is imperative to your firm’s success in extending reach and influence in a wired world.  Not only can we teach your financial advisors effective and efficient social media and marketing intelligence strategies, we can help protect your firm by teaching them how to stay within your communication policy guidelines.  Training programs can be delivered on site or via virtual “live” webinar sessions, and customized based upon your specific firm requirements.

Full Day Financial Advisor Social Media Training (On site or virtual programs)

The WIRED ADVISOR™ System full day training program (6 hours or sessions) includes all of the components of the 1/2 day program with the added benefit of taking your financial advisors through the process of developing their own personal social media marketing strategy.  More attention will be given to case studies, as well as advanced strategies for marketing success.

1/2 Day Financial Advisor Social Media Training (On site or virtual programs)

The WIRED ADVISOR™ System 1/2 day training program for financial advisors is a 3 hour (or 3 session) information-packed program that includes an introduction into the social media landscape, an educational overview for building a comprehensive social media portfolio, best practices for compliant social media participation, and tools for managing and monitoring social media efforts.

WIRED ADVISOR™ BLOG SITES

Blogging is one of the most effective strategies for reaching your firm’s target prospects and clients. Leveraging extensive thought leadership content from your best financial advisors can have tremendous impact on public perception and expand your reach across the web and social networks. WIRED ADVISOR™ Professional Blog Sites can be developed for a select number of your best financial advisors and designed to showcase their personal and professional strengths.  We provide ongoing blog training and best practices for financial advisors who are a part of our financial advisor professional blog network.  A professional blog is a critical component to any social media strategy and is integrated with a financial advisor’s existing website and social media profiles.

WIRED ADVISOR™ ENTERPRISE BLOGGING PLATFORM

The WIRED ADVISOR™ Enterprise Blogging Platform can scale to fit your firm’s specific needs with a back-end system for managing the approval process for blog posts and articles.  In addition, our platform can incorporate FINRA approved ghost-written article content.

Are you a recruiting firm or marketing company trying to reach financial advisors? We can help your firm stand apart from the competition and add value to your product offerings through savvy new media marketing strategies.  Build a community of financial advisors around your unique thought leadership and market value!

Hire Stephanie Sammons to speak at your conference or event

Need an experienced speaker for your group, event, or conference?  Hire Stephanie Sammons to speak to on a number of topics (or custom topic) regarding social media in the financial services industry. Stephanie is the founder of WIRED ADVISOR™ and has 15 years of experience in training and coaching financial advisors. Learn more about Stephanie or contact us below with a description of your needs.

Contact us to inquire about our Corporate Services and how we can help your firm achieve success in a wired world!