Corporate Sales Training Using Social Media: Insurance Sales on Steroids!!!

Social Media platforms like Facebook now allow Financial Consultants (FC) to network and maintain contact with prospects and clients efficiently and effectively. For example, instead of having to individually call prospects to maintain “awareness”, a FC can merely interact via Facebook. Additionally, Facebook also allows a FC to track the life-cycle of their prospects to find “service” opportunities.

ImageExtract from Investopedia …

A recent study of 400 U.S. financial advisors, 48% of advisors report using social media to interact with investors on a daily basis; 74% of U.S. investment advisors say social media is a useful tool in hiking assets under management, while 50% say they have “successfully used social media to convert prospects into clients.” Further, 9% of investors surveyed by Accenture claim firms that fail to leverage social media will lose clients to firms that use social media to engage clients.

“The use of social media to interact with clients is a differentiator for advisors today, but it will be mere table stakes in the not-too-distant future,” says Alex Pigliucci, a global managing director at Accenture. “Wealth management firms that fail to adopt social media will miss an opportunity to build relationships with clients on their terms. This is becoming increasingly critical as investors are demanding online resources to help them better understand investment strategy and advice.”

To find out how you, as an FC, can leverage on social media to turbo-charge your sales, email us at justin(a)cwfongandassociates.com to find out more about our Social Media for Financial Consultants Workshop.

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