Social Media Marketing: What Advisors Are Doing Now


Are Consultants' Social Media Marketing Efforts Succeeding? And if so, what does that look like? To find out, Wealth Management IQ in partnership with Commonwealth Financial Network recently conducted an in-depth survey to learn more about advisor marketing and whether these efforts are driving organic growth.

This webinar will present the highlights of this timely research, with a focus on social media. As a bonus, two advisors will discuss social media approaches that have been successful for them.

Specifically, the webinar will cover:

  • How advisors approach growth at different stages of their careers
  • How to align social media strategy with overall business goals
  • LinkedIn, Instagram, Facebook, X. Which ones work best?
  • How to convey credibility and expertise on social media
  • How to measure the success of your efforts

Produced by

Sponsored by


David Armstrong – Moderator
Executive Director, Content
WealthManagement.com, Informa Connect

Kristin Letourneau, PhD – Chair
Vice President, Research
Informa Engage

Maggie Johndrow, M.Sc., CFS®, CDFA®
Financial Advisor and Partner
Johndrow Wealth Management

Dylan Ripley, AAMS®
Financial Advisor and Managing Partner
Cedarwood Financial Partners



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