Panacea Adviser (Panacea), the online community and resource for regulated financial advisers, is to hold a free social media event called ‘Converting social media followers to clients'.
The event has been designed to demonstrate to financial advisers and paraplanners how they can utilise social media effectively, not only to engage with a wider audience but also successfully develop new client relationships.
Attendees will hear from a panel of social media experts about how advisers can use social media effectively, what the current regulations and new FCA guidelines are in order to engage in a compliant way, how to develop engaging content to use across all social media and ultimately how to convert followers into clients.
The panel will be comprised of Bridget Greenwood, Director at Financial Social Media UK; Chris Daems, Director at Principal Financial Solutions; Anne-Marie McConnon, Marketing Director at BNY Mellon; and Lee Werrell, Compliance Doctor.
This Panacea morning event will take place on Friday 6th June at the offices of BNY Mellon, 49th Floor, 1 Canada Square, London E14 5AL.
Derek Bradley, CEO of Panacea Adviser, said: "It's an undeniable truth that increasing numbers of internet users are also engaged in social media and therefore it has become a particularly important medium for advisers and paraplanners. Those that are using social media successfully have created better client relationships, increased visits to their websites and generated considerable growth.
"The point is however that not every professional knows the ways and means to go about this process and there are also concerns about how to run a campaign which is both effective and compliant.
"Our event will therefore unlock the key methods that can be used to increase the business benefits of using social media and we have been able to put together an expert panel which will outline exactly what advisers should and shouldn't be doing in this area."
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Streamlined trust process
Submissions open until 23 July