If you’re not currently using LinkedIn and Facebook, your competition is. Social media is now a critical component of any advisor’s marketing efforts.
Whether you’re looking to prospect and build your network, enhance existing relationships with clients, promote your personal brand, or strengthen your online presence, we are here to provide you the right tools and training to make it happen.
The first step in the approval process is to complete our required training video. Click on the appropriate training video below to get started.
Once you complete the video, the social media team will be notified and will follow up with your next step based on the selections you make on the questions at the beginning of the video. More information in regards to do’s and don’ts, what to expect, how to share content, and how to use social media will be sent to you in this process.
You'll also want to sign up for Gainfully, Stifel's free social media content library and publishing platform. Click the button below for instructions on how to sign up.