Details

According to research by Hootsuite and Forrester, 78% of financial advisors are already taking advantage of social media to drive sales revenue—and social sellers are outperforming peers who don’t use social by 72%.

So how do financial services organizations formalize the use of social media across their businesses to generate and nurture leads and win new business? Regardless of where your organization is at in its social selling journey, you need a roadmap in place to ensure you’re maximizing the opportunity that social media presents.

In this 2-day series, we’ll address the different social selling needs of your business. Register for one or both days of this 2-day series to equip your organization with the strategy, tactics, and tools you need to succeed in social selling.

Scaling Your Social Selling Program
Social selling in financial services is not a one-off project. When done right, it is a multi-stage, multi-year journey. In this webinar Pershing's Head of Corporate Communications, Anthony Sicoli will walk us through the steps necessary to go from social novices, to experts, to superstars, as well as the learnings and challenges they faced when evolving their own social selling program.

What You'll Learn

  • How social selling can support advisors to increase customer lifetime value and deal size
  • The people, processes, and technologies that are key to successful (and compliant) social selling programs
  • How to build a multi-stage roadmap, regardless of where you are in your social selling journey


  • Photo of Anthony Sicoli

    Anthony Sicoli

    Director, Head of Corporate Communications Pershing, a BNY Mellon company

    Anthony has oversight of public relations, social media, client communications, internal communications and engagement, executive communications and philanthropy and corporate social responsibility.

    Prior to joining Pershing, Tony served as Vice President, Global Brand and Communications, where he led Dun and Bradstreet’s strategic initiative to modernize and activate its 173 year old brand.

  • Photo of Ben Cathers

    Ben Cathers

    Senior Strategic Solutions Consultant, Hootsuite

    Ben Cathers is the Senior Strategic Solutions Consultant at Hootsuite. He sells, pitches and manages the initial rollout phase in some of Hootsuite’s largest rollouts, including compliance rollouts for top-tier insurance companies. Ben is a frequent speaker on social media and financial services, having presented at multiple BDI Events, Meetups and at the International Trader's Expo.