Next steps

Next steps

The 8 steps for wealth managers to be effective in social media.


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What should CEOs be doing right now?

Social media is an effective tool to build a competitive advantage, when executives get onboard. So what’s today’s wealth management CEO to do when it comes to real-word tactics? Here are a few next steps:

The social media plan


Consider the value social media can deliver

When creating a high level plan, consider what value social media can deliver in all areas of the business.

Generating actionable intelligence from social media can start by mapping your high value clients with their social media networks. Is there a correlation between your key stakeholder group and the people you are following? A simple step is to track what questions or content your prospects are ‘liking’ or sharing, then review your own content plan to ensure you are hitting the mark.

It is worthwhile to look at the behavioral drivers of the next generation of investors.  They will grow more relevant to wealth managers as they accumulate wealth at the same pace as their Baby Boomer parents have done.

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