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Social Media Management for Advisors, Reimagined. Introducing Done-For-You Social Impression Management for Advisors!

Impress Clients & Prospects on Social Media and Get More Impressions to Influence Your Social Sphere

Establish an impressive online presence, build meaningful relationships with prospects and improve client retention without sacrificing your time. 

  1. Get results while you sleep via our proprietary, human-powered done-for-you system.
  2. Engage clients & prospects with credible, custom-branded and unique content from top publishers.
  3. Dominate your market & build brand credibility and awareness with a multichannel presence across Facebook, Linkedin, Twitter, web and email.

“Social Connect provides the greatest ROI out of anything I do! The time I spend – which is about 1 hour a week – versus what I receive in branding and engagement is truly amazing!”

Social Connect Overview

Powered by our proprietary Done-For-You system, Social Connect serves your clients & prospects timely, relevant and personalized premium news articles via a weekly newsletter, web and social media posts.

  • Share exclusively licensed content, including financial news and lifestyle articles from top publishers like WSJ, Forbes and Barron's.

  • Ensure that you are front and center, not an advertiser or another competitor through custom branding.

  • Please your social sphere with FREE access to news articles that others would have to pay to read.

  • Take advantage of AI-techniques and human review to ensure that content remains relevant and engaging.

  • Generate referrals and expand your community via built in lead-forms that don't compromise the user's experience.

  • Share impressive weekly newsletters comprised of top performing content via email and social media.

Impress Clients & New Prospects

Utilize authority-building techniques similar to those used by renown influencers such as Tony Robbins, Kevin O’Leary and Gary Vaynerchuck.

Armed with Social Connect’s vast library of standout, authoritative content, you’ll be able to dominate the “mindshare” within your market and establish yourself as a credible thought leader.

  • Host a Facebook Live Q/A session each quarter with the help of your dedicated account manager
  • With our “digital business card” solution, every piece of content we share on your behalf is custom branded to you. That way, you’ll always be front and center — not a random advertiser
82% of consumers feel more positive about a brand after reading customized content.
source: DemandMetric

Converting Impress to Impressions. Done-For-You!

“We recently landed two clients that we’ve been nurturing for over two years! They both mentioned receiving my weekly newsletter.” – Kurt Stahl

According to Gleanster Research, 50% of the leads you generate are qualified, but are not ready to buy right now. So what happens with the rest? For most advisors, the answer is nothing — and in most cases, it’s simply because of a lack of time and resources.

With Social Connect, this problem is solved.

  • Re-engage old leads and see them booking time with you months, or even years down the road without having to do any extra work
  • Nurture your new leads and increase prospect-to-client conversation rates
  • Sit back while your dedicated account manager does all the work on your behalf
  • 2x to 3x higher content share rates as a result of premium targeting and content
  • Lead opt-in forms help generate new referrals and grow your email list
92% of advisors said social media helped them gain new clients.
source: Putnam Study

Optimizing Impressions - more targeted and relevant audience

Social Connect makes it easy to grow and impress your social sphere by identifying and attracting new prospects based on the characteristics of your existing community.

  • Using paid media and internal data, we will ensure that your impressions are maximized and viewed by the right people at the right time
  • Leveraging an omni-channel approach that encompasses both social media and email will further maximize impressions
In a recent survey, 72% of clients said that they left their previous advisor because the advisor failed to communicate.

Best in Class Features


Robust Compliance Solution

FINRA and SEC compliant articles, videos, and infographics from the world's most reputable sources. Built-in compliance portal sends content directly to your team for approval. Plus, everything is automatically archived to satisfy regulatory requirements.


AI Powered Content Engine

Utilizing cutting-edge AI techniques, the platform will "learn" user behavior and start making content recommendations to help ensure your readers receive truly relevant content.


Completely Done-For-You

No need to worry about learning a new platform (unless you want to). Your dedicated account manager does the heavy lifting for you, which includes setting up your social media pages and keeping you up to date with engagement reports.


Timely, Relevant, Credible Content

Content from leading publishers like The Wall Street Journal, Barron’s, Forbes, Reuters, and The New York Times. Thousands of articles, videos, and infographics encompassing 30+ subjects including investment, personal finance and wealth management.

What Financial Advisors, RIAs and Wealth Managers are Saying

`` I load all of my seminar leads into the system and send them my newsletters and share social posts with them after the seminars so they know who I am when I follow up with them and it’s an easier transition into a meaningful conversation. ``

— Nick H.

`` My experience has been very beneficial to the growth and nurturing of my book of business. I continuously get positive feedback from clients and prospects on the quality of the article sent their way. ``

— Brandon M.

Social Connect is a fraction the cost of dedicated staff. You will spend $100K per year to hire, train and support an in-house social media staff. Other alternatives are self-service tools for a few hundred dollars per month that require Advisor time and expertise. OR, there is Social Connect – Done For You.

What's Included

  • Dedicated account manager
  • Weekly branded newsletter, written for you
  • Branded landing pages with opt-in lead form
  • Up to 16 social media posts per month, per channel
  • Premium FINRA & SEC compliant content from leading publishers, without paywalls or ads
  • Quarterly Facebook Live Q&A hosted by Account Manager
  • Quarterly Facebook ad with customized content shared to your target audience
  • Annual budget of $200 allocated to Facebook ads to promote your brand
  • Dedicated monthly newsletter to convert email subscribers to social followers
  • Website feed with timely news content updated weekly
  • Monthly social calendar with suggestions for personal content to supplement your accounts
  • Monthly report on engagement and performance
  • Hands-free compliance workflow
  • Automatic archiving to satisfy compliance regulations

60 day, no questions-asked, money back guarantee. Want a taste first? Ask us about Social Boost.

Schedule time with us   or fill out the form below.

Frequently Asked Questions

What is included in the setup fee?

The setup fee covers the creation of social media pages if needed, optimization of current social media pages, setting up “digital business card”, website code creation, importing contacts and customization of Social Connect account.

Which social media networks are covered?

The following social media sites are covered: Facebook, Twitter and LinkedIn.

What if I currently don’t have a social media presence?

Your dedicated account manager will assist you with creating your social media pages. This is covered in your one-time setup fee.

What if my current social media presence is small?

We’re here to help you. Social Impression Management is focused on growing your local social presence, credibility and awareness.

Can I still post to my social media pages?

Yes of course, we highly encourage that! The better your prospects get to know you, the more inclined they will be to work with you. Every month we will provide you with a content calendar that highlights important dates or events and provide guidance on how to leverage these opportunities to connect with your followers.

What is the 60-day guarantee?

We are so confident that you’ll love Social Connect, we’ll offer you a 60-day money back guarantee. If you feel like it hasn’t made a positive impact within 60 days, we will refund your money — no questions asked.

Will I get leads and clients from Social Connect?

Social connect is not a lead generation tool. Our goal is to help advisors increase their prospect-to-client conversion, prospect consideration and social impressions. But, with the built-in lead form feature on your custom branded landing page, each time someone in your network shares a post with a friend, it creates a client opportunity for you.

How does Social Connect work with other White Glove Products?

Social Connect is the perfect way to nurture your seminar or webinar leads. Keep the conversation going with a streamlined, post-event engagement of your registrants.

Want to take your social influence to the next level? Podcast Connect is the perfect supplement to Social Connect. Showcase your expertise and share your thought-leadership with your ideal audience via podcasts.