SOURCE: ByAllAccounts

ByAllAccounts

April 14, 2010 09:00 ET

Financial Advisor Webinar: Tips on Using Social Media to Prospect for New Clients

Expert in Social Media for Financial Services Will Help Advisors Avoid Falling Behind Competition

BOSTON, MA--(Marketwire - April 14, 2010) -  ByAllAccounts, Inc., the financial advisors' choice for account aggregation, today announced that it is hosting a webinar for financial advisors providing tips on using social media to prospect for new clients. According to a recent study by American Century Investments, 44 percent of financial services professionals agree that social media is an emerging trend with significant potential for their business. Stephanie Sammons, founder of WIRED ADVISOR™ and expert on social media in the financial services industry, will explain how advisors and firms can jumpstart social media activity to avoid falling behind the competition.

What: Webinar: Social Media Marketing 101: How to Use Social Media to Attract Clients. The webinar will provide concrete advice on how to use social media to attract leads and secure new clients. Highlights include five tips for getting started, recent social media success stories and implications for advisors regarding FINRA guidelines on social media Web sites.

Who: Stephanie Sammons, founder of WIRED ADVISOR™, a turn-key blogging, social media, analytics, and archiving solution for financial advisors and financial services firms to create a powerful online digital footprint. Stephanie brings more than 15 years of financial services industry expertise as a financial advisor, branch manager and regional sales manager.

Where: Register here: https://www2.gotomeeting.com/register/526277971

When: Live webinar takes place on April 28, 2010 at 2PM Eastern. The webinar will last 30-45 minutes followed by a 15-minute question and answer session.

About ByAllAccounts, Inc.
ByAllAccounts has been gathering and delivering professional use, reconciliation-ready data to investment management and advisory firms since 1999. Our innovative and patented technology provides unparalleled access to reliable, accurate financial account data from thousands of custodians and enable efficient and timely account reconciliation, performance analysis and consolidated reporting. We help our customers build stronger, more profitable relationships by providing timely, personalized levels of service and better advice based on a more complete understanding of their clients' assets. For more information about ByAllAccounts, Inc. solutions, please call 781.376.0801, email info@byallaccounts.com or visit: www.byallaccounts.com.

Contact Information

  • Scott Bauman
    Greenough Communications
    617-275-6518
    Email Contact

    Cynthia Stephens
    ByAllAccounts
    781 376 0801 x 130
    Email Contact