The four-part “Winning Clients via Social Media” is designed
for financial sales professionals, including registered representatives and
investment adviser representatives, and will be offered online in a self-paced
training format, with each session 30 minutes. How to unlock the power of
social media to expand networks, improve professional relationships online and
prospect are among the topics covered in the program.
Three sessions, led by Qualman, emphasize marketing via social media. The fourth is dedicated to social media compliance for financial sales professionals. This section may be used for FINRA firm element requirements and can be customized for each company’s specific policies and procedures.
LIMRA research shows that 90% of financial services
companies are using some form of social media, according to James Kerley,
president of LIMRA Services. “The next step is how to best maximize social
media for business while, at the same time, meeting
compliance standards,” Kerley said.
The course will be available in September. More information about LIMRA training for financial professionals is here.