Wired Advisor™ Corporate Services
CORPORATE TRAINING AND PLATFORM SOLUTIONS
In order for financial advisors to adopt and embrace social tools, they need to clearly understand the value of integrating these tools into their practices. Your best financial advisors are masters in relationship building, natural connectors, and leaders in your local community. Leveraging these qualities through online social networking requires a deep understanding of how to utilize complex and sophisticated social networking tools. Individualized thought leadership, best practices, networking activity management, and strategic participation are imperative for achieving a consistent “return on relationships”. Financial Advisor Core Virtual Training Program “Integrating Social Into Your Financial Services Practice” Utilizing our proprietary social media marketing training curriculum as the foundation, WIRED ADVISOR™ will develop and deliver a series of 8 customized, live training webinars over the course of 4-8 weeks. We will customize the program based upon your social media compliance policies and tools. The exclusive financial advisor training curriculum covers our 7 step social media marketing process for evolving and growing a financial advisory practice in the age of social media. Each module will be 45 minutes in length with 15 minutes for Q&A and include downloadable slides and worksheets. Recorded sessions can also be made available for an extended period of time. [Advanced] Financial Advisor Virtual Training Program “Expanding Your Influence Through Smart Social Networking” This training program is an extension of our core virtual training program covering advanced strategies and topics in the context of our 7 step social media marketing process. The advanced program also consists of 8 customized, live training webinars over the course of 4-8 weeks. Complete the contact form below to learn more Financial Advisor Virtual Training Maintenance Programs Social networks will come and go, and navigating the changes in the marketplace are critical to staying up to date and relevant within social communities. Our “Maintenance” programs can be developed and delivered to your financial advisors as needed. Thought leadership content marketing is the most effective strategy for reaching targeted prospects and retaining clients in the age of social media. If you publish nothing on the web, you are nothing. You have no credibility. Through a WIRED ADVISOR™ Social Media Blog Site, a financial advisor can sequentially publish an online repository of educational content that is available 24/7 to educate their target markets and communities about relevant financial concepts, issues, challenges and opportunities. A social media blog site serves as a central hub for a financial advisor to showcase his/her personality, passions, interests, and expertise while cultivation relationships with clients, prospects, strategic alliances and advocates. Social networking channels such as LinkedIn, Facebook, and Twitter have embedded blog content integration applications. Blog technology allows for seamless integration and automated sharing of pre-approved content such as articles, presentations, and video into social media channels. Enabling your financial advisors to create, publish and share unique thought leadership content is the most powerful online marketing program for client retention and referral opportunities through social media channels. It’s a proven process that delivers a consistent return on relationships. A professional social media blog site is not only a website evolved, it is a critical component to any successful social media strategy. WIRED ADVISOR™ Enterprise Blog Content Marketing Platform The WIRED ADVISOR™ Enterprise Blogging Platform can scale to fit your firm’s specific needs with a back-end system for managing the pre-approval, editing, and publishing process for blog content. In addition, your financial advisors can leverage firm sponsored articles, research, and insights for publishing on their WIRED ADVISOR™ Social Media Blog Site. The WIRED ADVISOR™ Interactive eLearning Platform has been developed in partnership with Bloomfire, the leader in online enterprise level social learning communities. Our expert learning community delivers educational training, tips, tutorials, coaching, webcasts, and resources to help financial professionals navigate, capitalize, and strategically grow their practices using social tools. Purchase seats for your top advisors in the existing WIRED ADVISOR ACADEMY, or ask us about a customized eLearning portal for your firm with secure access and single sign-on capabilities. The most efficient and effective method for “teaching” social media is to demonstrate visually through “snack-sized” online tutorials, presentations, and quick tips. Bloomfire brings the right technology to the right curriculum from WIRED ADVISOR. Need an experienced speaker for your group, event, or conference? Hire WIRED ADVISOR™ CEO and Founder, Stephanie Sammons, to speak at your conference or event. Stephanie is the founder of WIRED ADVISOR™ and has 18 years of experience in leading, training and coaching financial advisors in client acquisition strategies and referral marketing. In addition, Stephanie served in corporate leadership positions at Merrill Lynch and UBS while also managing high net worth clients for 15 years. Learn more about Stephanie or contact us below for more information. If you are looking for a customized solution that can help you add value with your financial advisor clients, please contact us below with your request. Please provide as much information as possible about your objectives.
Connect with Wired Advisor