The Future of Wealth Management: Social Media

More brokerage and wealth management firms are pursuing social media channels to connect with prospective and existing customers. While the Financial Industry Regulatory Authority has established some guidelines for social media use, adoption has been slow. This is changing as more firms embrace the technology they require to make social media programs successful.

This makes it imperative for firms to examine their social media initiatives. The rapidly changing social media landscape means that organizations must be strategic or risk falling behind. We offer tips and insights to help firms capitalize on these new opportunities to connect with clients.

Register today to learn how Wealth Management Firms can take advantage of Social Media.

Lauren Boyman,Director of Social Media, Morgan Stanley Smith Barney

Chad Bockius, CEO, Socialware

Jason McDermott, Vice President, Financial Services, NexJ Systems