What has been exciting to see is that almost everyone now agrees that Social Media is something that will definitely form part of their overall communication strategies with IFAs – in due course.
This is an important step forward from last year, when, a good 20% of financial product providers felt that Social Media "had no place whatsoever in the communication mix with IFAs". Some described it as “inappropriate”, “unproven” and “really for kids”.
How things change. In fact, most Providers now agree that Social Media offers them huge opportunity, which simply needs planning and a clear strategy. But...
...whilst almost everyone now intends to use Social Media to engage with IFAs and professional financial advisers in some way shape or form, around 98% are telling us that:
- they don’t know where to start
- they don’t have a strategy
- they don’t know who owns it within the organisation
- they have concerns about Compliance and
- they have no resource or expertise within the organisation.
Other than that, they are still very keen!
So how can Providers move forward, given their ‘issues’?
IFA Life (the social networking site for financial professionals) has always been at the forefront of pioneering the use of Social Media within Financial Services. We passionately want Providers to benefit from Social Media.
IFA Life's workshops for Providers consistently receive top reviews, leaving attendees with a much clearer path for moving forward with Social Media in their companies. Many have built their plans around what they learnt at our workshops.
Our final workshop of 2012, hosted by me Philip Calvert, takes place in London on the 21st November – so don’t miss this chance to finally get a grip on how to use Social Media to engage with IFAs and financial advisers.
The workshop is suitable for anyone at any Provider – whether you are in Sales, Marketing, PR/Comms, Customer Service, Compliance or even at Board level. The workshop will benefit everyone.
And by ‘Provider’ we mean any company, large or small who provides products and services to IFAs and professional financial advisers.
We still have a small number of discounts available for small Providers, so grab this opportunity while you can. If you have any questions, please don’t hesitate to contact me at email@example.com
We look forward to meeting you on the 21st November. Please sign up here: http://providersocialmedia3.eventbrite.com/