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‘If You Don’t Have a Social Presence, You Don’t Count’


But really: how does social media actually help financial advisors market their firm, sell their products, and grow their business?

That’s just one of the questions Hearsay Social sought to answer at its second annual Social Business Innovation Summit in San Francisco last month, which brought executives and thought leaders from across the financial services and technology industries together to discuss the future of innovation.

Speakers at the event included CEOs from top financial organizations in addition to tech industry stalwarts like Joe Fernandez, SVP, GM and founder of Klout, Bryan Schreier, general partner at Sequoia Capital, and Ralf Vonsosen, head of marketing at LinkedIn Sales Solutions.

In a special session at the Summit, two financial advisors discussed how they are using social media to grow, maintain and serve their own base of clients. Here’s what we learned.



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