Financial services pros beginning to see returns from social selling

Choosing the right messenger for the message is key -- Facebook and LinkedIn are mainstays, but TikTok is gaining attention.

By Alan Goforth and BenefitsPRO Editors | June 14, 2022 at 08:36 AM

Social selling of financial services continues to gain traction as advisors refine both the use of technology and the content of messages.

“In some ways, 2021 was the year social selling grew up,” said Leslie Leach, chief marketing and strategy officer for Hearsay Systems. “Financial services professionals began to see higher returns by focusing on the quality of their posts and through greater personalization.”

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