Digital Presence
Building a strong and consistent brand digitally is very important. Consumers are continuing to turn to the digital landscape to find information about the financial industry. How do you expect prospects to find you if you're not occupying the same digital spaces as them? Additionally, a robust social media presence is an easy way to deliver touchpoints to your current clientele.
Step One: Setting Up
Prior to setting up your social media platforms, please read the compliance manual and adhere to its guidelines. If you are unsure what your title is, reach out to compliance or marketing to assist you.
Setting Up Your LinkedIn
Setting Up Your Facebook
Step Two: Content
Take a minute to look over the it posting, guidelines, as to maintain an appropriate social media presence.
HEARSAY SOCIAL
HEARSAY SOCIAL
We curated a content library for you that includes timely, relevant social media posts. From the ease of one platform, you can enroll in campaigns and post automatically.
LinkedIn Scripts
Use these pre-approved LinkedIn scripts when making connections via social media.
EMAIL CAMPAGINS
Email is a quick, cost-effective, and professional tool to help you prospect potential clients and communicate with existing clients. With the ability to talk to more than one person at the same time, email also gives you the capability to personalize messages.
Email Platform Tutorials
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Link to site here.
Mailchimp is a subscription-based automation platform and marketing service for managing mailing lists and creating email campaigns.
Mailchimp is available for compliance-approved practice management emails and can be utilized by advisors who are leaders qualified.
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Link to site here.
AdvisorStream is a subscription-based, automated marketing platform that allows you to leverage content from the world’s leading publishers (think The Washington Post, Forbes, etc.) to help you reach your clients and prospects.
Compliance workflows are integrated into AdvisorStream. Some customization and personalization options are available for advisors who are leaders-level or above.
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Link to site here.
Mail merge is a process that combines a data source (like a spreadsheet) with a template document (like an email or letter) to personalize bulk messages (e.g., inserting names, addresses, or unique links).
It’s commonly used in tools like Microsoft Word, Google Docs, or Mailchimp to send customized messages efficiently to many recipients at once.
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Link to site here.
Sales & content enablement for financial advisors: Gainfully empowers broker‑dealers, insurance carriers, and asset managers to publish and distribute compliant marketing, sales, and educational materials to their network of advisors and agents via targeted email, social sharing, and mobile engagement features.
Compliance-first, data-driven engagement: Built to meet FINRA/SEC requirements with segmentation by branch, license, firm, etc., Gainfully offers real‑time metrics on opens, clicks, shares, and campaign performance—scaling engagement across both B2B and B2C channels securely and efficiently.