Relevance. The pressure to modernize is real – and the reward is there for those who do.
A leading example is BMO Nesbitt Burns, a full-service investment firm with around 1,300 investment advisors in 70 branches across Canada. From recruiting top talent to onboarding 800 advisors in just one year, the program is making an impact. We recently sat down with the firm’s marketing leadership to learn how they’ve implemented such a potent social business program.
“We’re in a business that’s constantly changing and we feel the pressure to be modernizing all the time. We knew [social] was something we had to learn about ourselves, and to lean into, and to really lead the firm in undertaking a real social strategy for investment advisors,” said Michael Letsche, managing director of marketing for BMO Wealth Management.
However, it takes the right approach to make social a practical part of the advisor’s workflow.
“Social media for those that are not used to using it in their business … It can be a scary place. So, giving them a tool to be able to schedule content, make it easy when it’s right for them, and appear that they’re always on [social], made it really exciting for people,” said Sabrina Magyar (@SabrinaJMagyar), senior marketing manager, advisor support.
For more stories on how Hearsay has modernized the advisor-client experience at numerous Fortune 500 financial services firms, visit Hearsay customer success.