1 in 3 investors have looked at advisors’ personal Facebook pages — and more than half of them decided not to work with an advisor as a result.
for Financial Advisors
Rapidly create, deploy, and monitor your social presence with a single click.
Create a scroll stopping social presence
Cultivate new connections and rekindle old by easily sharing your content with the world.
Schedule your content down to the minute to ensure you stay top of mind at all times.
Automatic archiving satisfies all regulatory requirements for every social media post.
From infographics, videos and more hand-select content to share from the Lead Pilot library or create your own.
- The Social Advisor 5.0: Ahead of the curve, Putnam Investments 2017, The Emerging Digital Advisor, Ibid.