September 16, 2020 - 11:00am UTC


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.

How to Build a Social Selling Program
When: Wednesday, September 16, 2020
Time: 11am PDT / 2pm EDT

In this session, Hootsuite’s Business Value Consultant Davis Riar will define what social selling looks like across financial services organizations, and the tremendous value it can bring to your business. If you’re interested in exploring how social media can better service your bottom line, this webinar will provide that clarity.

Scaling Your Social Selling Program
When: Thursday, September 17, 2020
Time: 11am PDT / 2pm EDT

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 Scott Rogerson

    Scott Rogerson

    CEO, UpContent

    Scott is Chief Executive Officer at UpContent, a content curation platform leveraged by marketing, sales, and communications teams to surface and triage trustworthy articles that measurably increase engagement, and stimulate action, across internal and external digital channels. Prior to founding UpContent, Scott ran a marketing agency, raised and ran a middle-market private equity fund, and spent over five years in consulting assisting non-profit and for-profit organizations to build successful strategies and improve operations.

  • Photo of Ben Cathers

    Ben Cathers

    Global Principal Solutions Consultant at Hootsuite

    Ben partners with Hootsuite’s largest government and financial services clients to help address their unique digital transformation requirements. He works closely with customers and industry analysts to ensure our solutions meet and exceed compliance standards for enterprise social media management.

  • Photo of Davis Riar

    Davis Riar

    Business Value Consultant at Hootsuite

    Davis works with Hootsuite’s financial services prospects and clients to help them understand how social media aligns to their organizational objectives. He also researches and analyzes industry trends.