One secure platform to not only empower your advisor network, but also manage social marketing, customer service, and employee advocacy.

With Hootsuite powering your advisor program, your organization can track the ROI of advisor social activity, scale and grow your advisor social program and stay compliant without compliance getting in the way.

Social Training

Get results faster with industry-specific social training

Success begins with education. Hootsuite’s industry-leading education team, known for creating university curricula, has designed a course specifically for advisors to address the unique sales process and compliance requirements of financial services.

Hootsuite provides added flexibility and extensive training and educational opportunities that helps our advisers become experts in social prospecting and selling.

Photo of Rob Bonsall
Rob Bonsall Director Social Media Penn Mutual
Advisor Stack

Leverage an out-of-the-box advisor stack

The world’s leading software companies are eager to build into the Hootsuite ecosystem of more than 15 million users.  The Hootsuite team has hand-selected leading financial industry vendors and built seamless integrations for a holistic digital experience, that ensures your advisors have access to the latest and best technology.

This technology gives our advisors the confidence to deepen relationships and grow their networks online by connecting, listening and engaging, knowing that the technology manages any compliance and regulatory concerns.

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Alley Adams Manager of Digital Strategy Canaccord Genuity Wealth Management Canada