Reputation is everything for wealth management firms, asset managers, and financial advisors.

Nearly 70% of affluent investors report changing their investments—or their relationship with investment providers—based on information gleaned from social media.

Discover proven strategies for engaging with current and prospective clients through social media—while keeping compliant with IIROC standards—in our on-demand webinar, Investing in Social: Wealth Management in the Social Era.

Watch the webinar, and discover how social media can help you:

  • Turn negative perceptions or service issues into business wins—while developing loyal clients
  • Mitigate risk through a solid social media strategy, defined workflows, and education
  • Forge deeper, stronger relationships with existing clients and recruit new ones

Our event speakers

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.

Courtney Fischbach is a seasoned brand strategist with 15 years’ experience helping clients build best-in-class marketing strategies. As VP, Social Media at Legg Mason, Courtney shapes social tactics across Twitter, LinkedIn, and YouTube to drive social engagement, response, and site traffic. She leads and executes strategy, content creation, advertising campaigns, competitive analysis, reporting metrics, and listening/monitoring capabilities to gain and strengthen relationships and accomplish key business goals.