The rapid growth of social media channels today presents both opportunities and challenges for broker-dealers and financial advisors for interacting with investors and clients. SIFMA is pleased to expand its Social Media offerings with a new, in-depth view of marketing, business, and practitioner experiences with social media – as broker-dealers explore, expand, and refine their business practices. Panelists from a variety of global and regional broker-dealers, as well as insurance and asset management firms, and social media providers, will discuss their experiences with launching, training, managing, marketing, and using various platforms to interact with financial advisors and clients. This seminar is aimed at sales managers, marketing directors, training leaders, financial advisors, and business and client management professionals.
PROGRAM TOPICS INCLUDE:
- Holistic Approach to Embracing Social Media – Policy, Marketing, and Best Practices
- A Field Guide to Social Media – Sales Management, Training, Technology, and Mobility
- Practitioner Experience – How are the early users of social media leveraging the technology for client service and outreach.

