Social Selling for Financial Professionals with Pacific Life

Learn how using social media can help position you for referrals, enhance client relationships, and build your online brand.


What is Social Selling? – Social selling is the strategy of using social media to help deepen relationships with existing clients and prospect for new ones.

The 4 Key Aspects of Social Selling:

  • Create Your Presence – Make sure when current or prospective clients search for you, they are able to find you.
  • Build Your Network – Establish a path for two-way communication with current contacts and position yourself for introductions to new ones.
  • Know Your Clients – Learn what matters to your clients and when important things happen in their lives.
  • Establish Your Expertise – Share content to add value to your connections and help build trust and credibility.

Social networking has revolutionized the way millions of Americans talk to each other, creating online communities where thousands of individuals—many of them fitting your practice’s client profile—participate in a common conversation. Be a presence. Join the conversation. Take hold of the powerful prospecting and relationship-building opportunities that social selling offers.

Visit today to get started or contact your CreativeOne team at 800.992.2642 to learn more!

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