Social and Digital Media Training for Financial Services Organizations

Empower Your Teams to Do Business in An Online World

Your industry is changing fast.  Your clients are different. They’re busier. More distracted. And more likely to connect with your financial advisors or marketers on LinkedIn than over a cup of coffee.

That’s why we’ve customized our most effective online courses to meet your needs. Can your advisors accept recommendations on LinkedIn? Is favoriting a tweet an endorsement?

We’ll show you how to leverage LinkedIn and Twitter to find prospects, build client relationships, increase visibility and raise brand awareness.


financial social media training

Three powerful training options to choose from:

Digital, Mobile and Social Media Training for marketers and beyond
Social Media Training for advisors, marketers and leadership teams
Social Media Training for sales team

Want to learn more?