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Enterprise Webinar (On demand)

Investing in Social: Wealth Management in the Social Era

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