Social Media Automation in 4 Easy Steps

Share FINRA reviewed content with clients through our social sharing feature.

Social Media marketing is crucial in today’s business world. Our social sharing feature in the Advisor Portal allows you to build your social media presence. Watch this on-demand webinar to learn:

  • Why social media plays a critical role in financial advisor marketing

  • How to set up social media automation in Advisor Portal

  • How to optimize your efforts with scheduled posts and automated campaigns

  • How to review your social media history