Discover the leading social selling solution for financial services
Advisors and agents don’t work like other salespeople, and they don’t use social media the same way, either. That’s why there’s Advisor Social.
Nurture clients and prospects, then reach out when the time is right
Your advisors are busy, and their time is best spent one-on-one with clients and prospects. Advisor Social makes it easy for them to nurture clients with pre-approved content, then connect one-on-one at just the right time. It even alerts advisors so they can reach out when someone in their network shares a life event like starting a new job, having a baby, or moving.
Automate publishing with Dynamic Campaigns
Dynamic Campaigns allow you to automate your advisors’ social media marketing needs, so you can unlock the value of social for even your busiest advisors.
Help advisors succeed with the Action List
The Action List quickly guides advisors through their most important tasks, like a prospect to follow-up with, a campaign to subscribe to, or a profile edit from compliance.
Deepen client relationships with 1-to-1 Outreach
In financial services, it’s the one-on-one interactions that drive client acquisition and retention. Advisor Social’s one-to-one messaging tools allow your advisors to efficiently scale these critical touchpoints on clients’ preferred channels.
Build a program that works for all of your advisors
With an easy-to-use solution, the right amount of automation, and our industry-leading Customer Success team, your social selling program is built for scale — right from the start.
Demonstrate the ROI of your social selling program
Social is an established sales channel for advisors and agents — and it amplifies your corporate marketing campaigns. With Advisor Social, you can easily track leads sent from advisors to your corporate websites, expand client contacts by syncing leads with your CRM, and much more.
Efficient social media compliance, at scale
Make compliance and supervision easy across Facebook, LinkedIn and Twitter with pre-approval workflows, real-time alerts, supervision and approval trails, and infraction resolution – all from the Universal Supervision dashboard. Hearsay provides robust compliance functionality for regulated companies, including FINRA, SEC, IIROC and FCA-regulated firms.
“What makes the partnership great is how easy, simple and efficient Hearsay makes digital marketing for the field.”
Quinn Gorski, Digital Marketing Specialist
Learn how companies like yours build effective social selling programs with Advisor Social.