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Una hoja de ruta de ventas en las redes sociales para los servicios financieros

Build a social selling program that drives revenue through advisor engagement while ensuring compliance.

Detalles

La mayoría de las organizaciones de servicios financieros utilizan ahora las redes sociales en sus procesos de ventas, pero con enfoques mixtos de la gestión de programas, la selección de contenidos y el cumplimiento, están obteniendo resultados muy diversos.

From basic social selling programs that make compliant content available for advisors to share to advanced ones that combine social media with other tools to unify the customer experience across marketing, sales, and customer service, this guide outlines a multi-stage journey that organizations can use to build successful social selling programs.

What you’ll learn

  • Why social selling is the number one way for your advisors to connect with clients and prospects
  • The people, processes, and technologies that are key to successful (and compliant) social selling programs
  • How to build a multi-stage roadmap for your financial services organization, regardless of where you’re starting your journey
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