Financial services companies and advisors alike have been slow to fully step into the world of social media given the highly regulated nature of their industry.

Some, however, are blazing the trail and leveraging the powerful nature of conversational media to help grow their businesses.

In this video, you will learn how financial advisors are using social media in their daily business practices and how financial services companies can best engage them in this new platform.

Featuring:

  • Lauren Boyman, Executive Director, Marketing and Client Services at Morgan Stanley Smith Barney
  • Cathy Curtis, Independent Certified Financial Planner
  • Jennifer Grazel, Financial Services Category Lead at LinkedIn