For financial advisors that want to stay relevant and be everywhere online.
Shockingly powerful social media management system unlike any other... done-for-you.
Create meaningful digital touchpoints, generate organic referrals and stay top of mind with your clients and prospects via social media & email without having to spend your time dealing with complex marketing platforms — that’s our job.
- Completely done-for-you; engage with your clients and prospects even while you sleep.
- Custom branding ensures you are front and center — not a random advertiser. Or worse yet — your competition.
- Be everywhere online. Multichannel presence across Facebook, Linkedin, Twitter, web and email ensures you get noticed.
“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!”
Rob Eby: How Social Connect Saved Me Hours Of Busy Work
“I was looking to focus more time on advising clients while providing a robust communications plan, however creating effective and consistent communications was very challenging. Finding relevant and compliant content and the time and effort placed into marketing was a strenuous process taking away from phone calls and face-to-face meetings. I also didn’t want to simply automate everything and lose sight of what I was communicating. As a result, I stuck to using the firm’s compliant materials that provided no personalized branding.”
I truly cannot express how much time I have saved because of Social Connect’s automated marketing platform. I now have a steady stream of fresh timely content delivered to my social media feeds and clients receive a weekly e-newsletter full of valuable information ensuring they hear from me on a consistent basis. I’m always adamant to share content that is interesting to clients. The content provided by Social Connect is phenomenal and my clients love it. In my opinion, the content is more engaging and because it covers a wide range of topics, it brands me as someone who is well informed.
By streaming content to my digital channels daily, my content travels further and faster and saves me so much time. Social Connect has also helped me break the ice and build new relationships, deepen those with existing clients and empowered me to focus more time on building my practice while reaping benefits from consistent e-newsletters and social media posts.”
How it Works
With an increasingly competitive landscape, paired with changing consumer habits, it is now imperative for advisors to maintain a strong and professional presence across various social media platforms. And when it comes to social media, content is king.
That’s why Social Connect will serve your clients & prospects timely, relevant and personalized premium news articles via a weekly newsletter, web and social media posts, thereby not only creating new client opportunities, but increasing your credibility and mindshare within your digital and physical community.
Stay top of mind and increase credibility with custom branded content.
Positioning you as a thought leader with clients and prospects whether it’s an e-newsletter, email, website or social media post, your personal branded Advisor Content Page is enhanced with valuable and unique content. Clients/prospects will never hit a paywall or see ads that distract attention away from you and your brand.
Amass new contacts, gain referrals and grow your community without moving a finger.
That’s the power of premium content combined with built-in lead forms. Each time someone in your network shares a post with a friend, it creates a client opportunity for you.
Save time and resources with our done-for-you approach.
With our proprietary end-to-end, done-for-you management system, we create and manage your social media presence so you can be seen, gain referrals and edge out the competition without sacrificing your time.
Robust Compliance Solution
FINRA and SEC compliant articles, videos, and infographics from the world's most reputable sources.
AI Powered Content Engine
We'll work with you to define the initial topic areas you'd like to share with your community. Over time, the platform will "learn" user behavior and start making recommendations to help ensure your readers remain engaged.
No need to worry about learning a new platform (unless you want to). Our expert team does the heavy lifting for you, which includes setting up your social media pages and keeping you up to date with valuable 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.
Starting at just $350/mo (or $3900/yr) & $350 setup fee.
60 day, no questions-asked, money back guarantee. Want a taste first? Ask us about Social Boost.