Hindsight is 20/20: Perspectives on a successful social media journey - BDI 4/24 Wealth Management Social Business Leadership Forum

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Presentation: Hindsight is 20/20: Perspectives on a successful social media journey
Presented by: Kraleigh Woodford, Head of Wealth Management Marketing, UBS
Today's best wealth management firms and Advisors are embracing social media to take their business to the next level. Navigating this landscape can seem overwhelming and challenging…but when successful, it makes a huge difference for Advisors and clients. Hear lessons learned and first hand perspectives to help you rethink and shape your strategy—and implement it effectively.

More in: Business , Technology
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  • 1. 0 Hindsight is 20/20 Perspectives on a successful social media journey
  • 2. 1 Hindsight is 20/20 1. There are people who don’t know what LinkedIn is. Seriously. Perspectives on a successful social media journey
  • 3. 2 2. It’s about the client. Hindsight is 20/20 Perspectives on a successful social media journey
  • 4. 3 3. “Over sharing” is an epidemic. Hindsight is 20/20 Perspectives on a successful social media journey
  • 5. 4 4. If content is king, context is queen. Hindsight is 20/20 Perspectives on a successful social media journey
  • 6. 5 5. Focus on the “can” – not “cannot” Hindsight is 20/20 Perspectives on a successful social media journey
  • 7. 6 6. Social media isn’t THE marketing strategy of the future—it is A marketing strategy of the future. Hindsight is 20/20 Perspectives on a successful social media journey
  • 8. 7 Perspectives on a successful social media journey 7. If you build it they will come… but they won’t know what to do. Hindsight is 20/20
  • 9. 8 Perspectives on a successful social media journey 7. If you build it they will come…but they won’t know what to do. Hindsight is 20/20 6. Social media isn’t THE marketing strategy of the future—it is A marketing strategy of the future. 5. Focus on the “can”– not “cannot” 4. If content is king, context is queen. 3. “Over sharing” is an epidemic. 2. It’s about the client. 1. There are people who don’t know what LinkedIn is. Seriously.