Social Media Know-How for Advisers

The four-part “Winning Clients via Social Media” is designed for financial sales professionals, including registered representatives and investment adviser representatives, and will be offered online in a self-paced training format, with each session 30 minutes. How to unlock the power of social media to expand networks, improve professional relationships online and prospect are among the topics covered in the program.

Three sessions, led by Qualman, emphasize marketing via social media. The fourth is dedicated to social media compliance for financial sales professionals. This section may be used for FINRA firm element requirements and can be customized for each company’s specific policies and procedures.

LIMRA research shows that 90% of financial services companies are using some form of social media, according to James Kerley, president of LIMRA Services. “The next step is how to best maximize social media for business while, at the same time, meeting compliance standards,” Kerley said.

The course will be available in September. More information about LIMRA training for financial professionals is here.