When it comes to rolling out programs or initiatives like sales plays, product launches, or onboarding programs, business leaders need to create a collaborative environment that connects strategy with well-defined objectives and execution. 

That’s why we’re excited to announce our Fall ’24 Release, created to help teams better execute their go-to-market strategies around shared goals. Our latest features and updates to the Seismic Enablement Cloud enable teams to activate strategic initiatives, optimize workflows, and drive sustainable growth. 

Enablement’s first command center is here 

Seismic Programs is the first command center for enablement practitioners to design, manage, and optimize their enablement initiatives while demonstrating impact.  

Seismic Programs offers unprecedented visibility across the entire enablement lifecycle, connecting data from content, lessons, customer engagements, and more. With Seismic Programs, enablers can launch their initiatives, assess their enablement programs in real time, and modify them wherever needed. 

Enablement practitioners using Seismic Programs are fully equipped to drive field team behavior change and prove their impact on win rates, revenue, and other goals. 

Speed up workflows with AI-powered enablement  

Aura Copilot has been available for Early Access (EA) since our Fall 2023 release, and has now reached General Availability (GA). In addition to EA features like page creation and generative search, we’re excited to announce several new Aura Copilot features. 

As part of General Availability, teams can now get answers and content faster, automate tedious tasks, and get hands-on assistance in their workflows.  

Content creators save valuable time with the ability to draft Pages and Playbooks based on existing content from their Seismic Library. They also eliminate manual efforts with an AI writing assistant for program and content descriptions, and multi-language support for content tagging. 

Enablement professionals can easily show impact and ROI with self-service reporting on their teams’ Aura Copilot usage. They also have more control over AI feature access by updating user permissions.  

Sellers benefit from improvements to generative search for faster and more accurate answers. They can also view AI-generated summaries of their email, Slack, and Teams notifications. With quicker access to the information they need, sellers deliver better customer experiences and close deals faster. 

Deliver impactful meetings 

Meetings are make-or-break opportunities for sellers. And when reps can’t progress deals quickly toward closure, sales plays and product launches often fall short of their goals. Our Fall Release updates to Seismic for Meetings will empower sellers to deliver higher quality experiences throughout the entire meeting lifecycle – so teams excel in the final stages of their enablement programs. The newest additions allow users to: 

Seamlessly execute meetings and remove needless interruptions by switching presenters behind the scenes without pausing and restarting screenshare. With a new slide panel view, presenters can easily access content, agendas, notepads, and speaker notes on a slide deck. 

Increase engagement by distributing meeting clips internally as best practice examples or sharing them with customers through a digital sales room (DSR) after the meeting.   

Enable better coaching from sales managers and colleagues with the ability to review and add time-stamped comments directly inside a meeting recording. 

Shorten ramp time and accelerate quota attainment  

Seismic Skills connects the dots between the programs enablement teams are running and behaviors in the field that are necessary for their success. It makes it easier for sales enablement teams to work in lockstep with sales managers to achieve their outcomes by assessing reps’ skills and creating plans to learning gaps. 

Enablement leaders can easily create and deploy role-based competency frameworks to assess the impact of training and coaching on reps’ skill development. They can empower sales teams with collaborative, goal-driven coaching plans. 

Revenue managers can review and evaluate reps’ performance to ensure they are growing into their roles, developing expertise, and hitting quota. They can assess strengths and weaknesses across individual performers and create customized coaching plans to improve reps’ development and replicate top performers. 

Customer-facing reps can monitor their own progress through the training process, determining areas of success and improvement. Skills helps reps easily identify areas for professional growth and includes hands-on feedback from their manager. 

Prepare teams to excel in every customer interaction 

To rise above the competition, customer-facing teams need a collaborative environment to access top strategies, content, and information. This way, they can consistently execute on sales plays and product launches. Seismic Channels – now available for Early Access – equips teams with the resources to do just that. It provides an intuitive hub for go-to-market communications, cross-functional collaboration, and peer-to-peer learning. Targeted channels give reps and enablement practitioners the ability to post, comment, react, and share best practices. Teams with Seismic Channels: 

• Break down silos and foster a collaborative peer-to-peer learning community of fully informed and aligned sellers. Streamline internal communications and keep teams up to date by featuring posts with important market and company developments. 

• Ramp sellers quickly and scale enablement by sharing successful strategies, peer coaching, pitch practice, and continuous skill development. 

• Measure impact and optimize enablement strategies with communication trends and performance insights at an overview, channel, and post level, with opportunities for seller feedback. 

See the latest features and updates in action  

Want to see our Fall ’24 Release for yourself? Get a demo today!  

Not ready to talk? Learn how Seismic customers are driving better outcomes with Seismic by downloading our ebook, Master Modern B2B Selling with Enablement.   

The post Fall ’24 Release: Empower Strategic Change  appeared first on Seismic.

Seismic Shift is back in sunny San Diego, California on October 8-10, and an early forecast indicates this could be the best one yet! From engaging speakers to groundbreaking ideas, Seismic is raising the bar and bringing attendees the best experience possible. 

What is Seismic Shift? 

Shift is Seismic’s annual user conference that’s jam-packed with hands-on workshops, in-depth breakout sessions, and a showcase of our latest research, thought leadership, and innovations that can empower you and your team. The three-day event brings the best and brightest go-to-market (GTM) leaders together for innovation, inspiration, and camaraderie on a Seismic scale. 

This year’s theme, Push What’s Possible, inspires us to push beyond the status quo and be catalysts for strategic change and growth. You’ll hear from world-class leaders, industry visionaries, peers in the enablement space, and some very special guests.  You’ll also hear unique stories from Seismic customers on how they’re using the platform to achieve business growth.  

What to expect at Shift ’24 

Whether you’re just starting your enablement journey or are a seasoned pro, Shift is perfectly suited for you and your goals. This year, we have five tailor-made tracks: 

And with 40 breakout sessions to choose from, your possibilities are endless. Here are five reasons you should attend this year’s event: 

1. You’ll Push What’s Possible 

Get ready to push beyond the limits of what’s achievable for yourself, your team, and your organization. Shift encourages personal and professional growth through collaboration, exploring new ideas and opportunities, harnessing technology, and breaking barriers to achievement. Tailor your own learning path across a broad range of topics, including building and enhancing a solid GTM function, optimizing strategies and workflows, and driving enablement excellence. 

 2. You’ll pave the way for strategic change 

Shift offers first-hand, practical skills you can apply to transform your business – wherever you are on your enablement journey. Join hands-on workshops and learning sessions that will show you things like: 

• How AI is powering the next generation of enablement 

• Building a data-driven GTM culture 

• Mastering modern client engagement 

• How to measure and showcase your impact 

You’ll leave Shift with a comprehensive understanding of Seismic’s full product suite and how you can maximize enablement’s potential in your organization. 

3. You’ll explore the latest and greatest innovations  

Shift will keep you on the cutting edge as we dive into groundbreaking advancements for AI-powered enablement in the Seismic Enablement Cloud. You’ll explore new ways to use the tools currently in your tech stack, along with new Seismic innovations that will power better results. You’ll learn how AI is revolutionizing GTM processes, and how you can maximize AI to drive higher-performing sellers, speedier workflows, and better client experiences. 

You can drop by the Expert Epicenter at Shift to explore these innovations, ask Seismic-related questions, and test out new capabilities for yourself.  

4. You’ll connect with the brightest minds in enablement 

Shift is your chance to connect with industry leaders, learn from their experiences, and build valuable relationships. This event is about much more than keynotes and breakouts — it fosters opportunities for organic connection and collaboration.  

Take advantage of Braindates – an organized and enjoyable way to network – where you can book one-on-one or small group conversations with likeminded peers and professionals to foster new connections, share best practices, and solve similar challenges with enablement and Seismic. This year, we’ve also added a life coach to Braindates for anyone looking to push what’s possible with self-care, health, relationships, and more. 

You’ll also hear from some very special guests. . . 

5. You’ll have a blast 

Whatever sparks your interest, there’s plenty of fun to be had at Shift! Choose from a number of wellness activities, including yoga sessions, bootcamps, kayaking, and paddleboarding. And you can’t push what’s paw-ssible without puppies! Don’t miss the opportunity to pal around with some furry friends at our puppy networking experience. 

You can also get social at our “Find your People” party, a poolside event with cocktails and good eats – and meet some new people over good tunes at our happy hours. Then to cap off a jam-packed week, we’ll head offsite to the San Diego Air and Space Museum for the “Seismic Social,” where you can experience flight simulators, roaming magicians, nitrogen ice cream, live music, and so much more. We invite you discover all that Shift and San Diego have to offer! 

We’ll see you in San Diego on October 8-10 

The possibilities are endless at Shift ’24. Whether you’re looking to build an enablement program from scratch, refine your strategies, measure impact, or drive transformation, Shift is the can’t-miss event for enablement and GTM pros. Mark your calendar, grab your ticket, get your burning questions answered, and get ready to push what’s possible! We hope to see you there. 

The post 5 reasons to attend Shift ’24  appeared first on Seismic.

There are also many internal barriers hindering revenue growth. Siloed tech and teams, manual workflows, and limited resources make hitting revenue targets a challenge. 

Sound familiar? It’s time to shift from a siloed sales enablement focus to a more unified revenue enablement approach. This will help align revenue-generation teams around common goals and create a smoother experience for buyers and sellers. 

In this article, we’ll show you how to overcome revenue challenges and outline five key steps to building an effective revenue enablement strategy. Let’s dive in! 

What is revenue enablement? 

We define enablement – specifically revenue enablement – as the strategic approach that equips revenue-generating teams with the tools, resources, and information to effectively engage with prospects and customers at every stage of their buying journey.  

We’re not the only ones. According to Gartner, “Revenue enablement connects enablement efforts and uses shared technology, tools, data, analytics, processes, and KPIs to reduce the complexity of the modern sales ecosystem.” This way, organizations can enhance team collaboration, streamline processes, and enable revenue growth.  

Shifting from sales enablement to revenue enablement 

Sales enablement unites go-to-market (GTM) teams to provide sellers the information, tech, and resources needed to effectively close business. Taking it a step further, revenue enablement expands its reach to support all revenue-generating departments. Those include sales, marketing, customer success, and other customer-facing channels, such as digital commerce and customer service. Including those departments in your enablement efforts ensures your team can deliver consistent, relevant, and personalized customer experiences. 

Companies that successfully implement this unified approach will break down silos across teams and tech, streamline workflows, and ultimately boost customer satisfaction and revenue. In fact, Gartner estimates that “By 2026, 60% of enablement teams will be tasked with enabling all client-facing, revenue-generating roles.” 

How to create an effective revenue enablement strategy 

Begin your revenue enablement journey by taking these five important steps.  

1. Assess your current state and identify gaps  

Start with an objective evaluation of where things stand today. Examine your enablement maturity by assessing how your organization currently enables your revenue teams and their prospects and customers across every interaction point. Remember, your analysis should always center on what contributes to revenue growth, so ask questions like: 

• Could this process be improved? Could it be faster? 

• What silos exist across these teams? 

• What barriers are hindering revenue-generating behaviors? 

• How are we measuring performance? 

This way, you can pinpoint strengths, weaknesses, and growth opportunities. Closely monitoring and evaluating customer engagement across touchpoints will provide your team with the insights needed to optimize initiatives and drive outcomes.  

An easy way to get started is to take Seismic’s Enablement Maturity Assessment. This will help you discover where your organization falls and how you improve your revenue enablement strategy.  

2. Establish a revenue enablement framework 

Building a successful revenue enablement strategy means aligning teammates and functions around the goal of driving revenue growth. Don’t worry if it seems overwhelming at first – even small changes can bring noticeable benefits to your business. Here are some steps your organization can take to implement revenue enablement: 

• Create a revenue enablement team: Build a dedicated revenue enablement team that includes members from relevant departments that support the revenue cycle, such as sales, marketing, and customer service. Your organization should clearly define their roles and responsibilities based on how they will support revenue goals.  

• Align with cross-functional teams: Drive alignment between revenue-generating departments by establishing a collaborative environment for sharing insights, feedback, and knowledge about customer interactions.  

• Understand the entire customer journey: Harness data from different touchpoints in the buying cycle — from pre-sales to post-sales — to better understand the entire customer journey and where revenue can be influenced. 

• Establish shared revenue targets and goals: Determine how you’ll support the business and set realistic revenue targets and KPIs that are shared across teams and align with overall objectives. For example, you may have different goals for generating net new business, increasing cross-sell and upsell opportunities, gaining more momentum in a particular vertical, or increasing win rates.
   

3. Harness AI  

Deploying AI in your enablement strategy is an excellent way to speed up workflows and deliver better, more tailored buyer experiences. And it’s never been more important, as 70% of buyers now expect personalized experiences across all stages in their customer journey, and are frustrated when they don’t receive them. Leverage AI to create unique buyer personas, so your team can map the right content to the right buyers across all stages in the customer journey.  

The impact of AI is undeniable, as 83% of GTM leaders agree that aligning AI with GTM strategy will lead to revenue growth for their organizations, according to our State of AI in Enablement Report.  

AI can eliminate the legwork by sorting through vast quantities of data and predicting the best actions for all revenue teams, including what content to use at which buying journey stage, and which prospects and customers to contact at certain moments. By doing so, your team can: 

• Meet buyers where they are 

• Grab their attention with relevant, personalized content 

• And provide valuable information that builds trust 

4. Deploy the right revenue enablement platforms 

The people have spoken, and nearly half of GTM professionals say they wouldn’t work for a company that doesn’t use enablement tools. When building a revenue enablement tech stack, it’s essential to choose tools that streamline workflows for your GTM team and simplify the process for buyers. To accomplish this, consider these tools: 

• Customer relationship management software (CRM): A CRM can manage leads, opportunities, and pipeline through a central platform for storing customer data and tracking customer interactions across different touchpoints.  

• Training and coaching software: Onboard new team members and deliver ongoing training on the latest sales strategies, product updates, and industry trends with bite-sized modules that are easily digestible. Coach customer-facing teams to enhance their skills with realistic scenario-based practice that gives them the confidence to reach their goals. 

• Sales engagement tools: Support revenue enablement by streamlining multi-channel customer communication, such as email, phone, and social media, and make it easy for sellers to personalize messaging while staying on brand. The right tool will also enable lead prioritization and provide insights that help teams make data-driven decisions.  

• Sales content management systems (CMS): Employ a sales CMS for GTM teams to manage content in a central location, ensuring they have access to approved customer-facing assets, third-party resources, and enablement tools.  

• Customer success tools: Manage post-sales customer relationships, providing valuable insights into customer satisfaction, retention, and cross-sell/upsell opportunities.  

5. Measure and improve 

What worked? What didn’t? These questions sound simple, but most companies forget to ask them. Instead, they repeat the same ineffective behaviors and processes. Evaluating data and KPIs is critical for revenue enablement teams to identify and replicate success, reduce manual efforts, simplify the buying process, and maximize interactions across the customer journey. 

Here are a few key metrics to consider across revenue teams: 

Track progress regularly across KPIs to identify gaps in your enablement strategy and adjust as needed. Communicate results and incorporate a full feedback loop across teams for added context into successes and failures. This way, you can refine processes and strategies to achieve better outcomes. 

Where does Seismic fit in? 

To effectively align revenue-generating teams and channels, you need the right technology. The Seismic Enablement Cloud^TM provides everything revenue teams need to drive efficiency, scale training and coaching, and measure outcomes. Our revenue enablement platform also integrates with other essential tools including CRMs, CMS, and sales engagement software, serving as a central hub for your revenue enablement strategy. Get a demo today to learn more about how Seismic can support your revenue enablement efforts. 

The post 5 steps to a highly effective revenue enablement strategy appeared first on Seismic.

Master meeting lifecycles with Seismic for Meetings  

Our Spring/Summer Release updates empower sellers to deliver higher quality experiences throughout the entire meeting lifecycle. 

Sales and deal teams can now save time and more easily collaborate around meeting prep, presentation, and follow-up. They can personalize content, set agendas, and define goals and objectives for meeting prep faster with enhanced workflows. They also can add content and a full meeting recording to an existing Digital Sales Room.  

Seismic for Meetings has also expanded its integration with the Microsoft suite of products and now integrates with Microsoft Teams and Outlook Calendar. This partnership drastically increases productivity and streamlines meeting workflows. 

Speed up work with Aura Copilot 

We’re excited to announce that Seismic’s AI-enablement assistant, Aura Copilot, is now available for early access. Teams can now get faster access to answers and content, automate tedious tasks, and gain insights for better business decisions. 

Content creators can save valuable time with AI-powered updates and modifications to Pages and Content. For example, if a content creator wants to build a new product playbook, they can ask Aura Copilot to summarize the content, adjust its length, put it in bullets or sections, fix typos, localize it, and more. 

Enablement professionals can easily create lessons with AI-generated drafts, questions, and summaries. They can also identify learning gaps and discover trends based on searches and aggregated data.  

Sellers can get immediate access to answers and content through generative search. With quicker access to the information they need, sellers can deliver better customer experiences and close deals faster.  

Seismic now integrates with Microsoft Copilot for Sales and Copilot for Microsoft 365 to streamline workflows and provide one seamless experience inside these commonly used platforms. 

Seismic for Copilot for Microsoft 365 gives teams in-the-moment answers and content recommendations right within the AI-assistant. 

Seismic’s integration with Microsoft Copilot for Sales provides sellers with AI-powered content recommendations, valuable buyer insights, and comprehensive training and coaching from wherever they work. 

See the latest features and updates in action  

Want to see our Spring/Summer ’24 Release for yourself? Get a demo today!  

Not ready to talk? Learn how Seismic customers are driving better outcomes with Seismic instead by downloading our latest ebook, Master Modern B2B Selling with Enablement.

The post Meetings mastery and AI-powered assistance in Seismic’s Spring/Summer 2024 Release  appeared first on Seismic.

Creating value through social media takes time and effort. Social selling differs from traditional selling methods and, for many financial advisors, there’s an initial learning curve. Successful social engagement revolves around relationships first and transactions second. 

In this post, I’ll share firsthand lessons from my experience using social media to drive new business. 

Build Top-Of-Mind Awareness

When potential buyers search for financial advice, it’s important to be top-of-mind. People do business with those who they know and trust.

Consider consumer shopping. Last week, I needed motor oil for my car, but I know nothing about motor oil. After browsing various options, I decided on Valvoline. Why? Not, because they’re the best or the cheapest. I chose them because I was more familiar with their brand than any other. 

The best financial advisors can miss new opportunities simply because their competition has better name recognition. The question is, how can you build your brand without a massive advertising budget? 

Provide consistent value to your target audience

In order to provide value, you first need to understand your audience and its needs, and then match your content accordingly. An advisor who sells to parents and mid-career professionals might publish something that aligns with their financial goals, such as:

• saving for retirement
• building a college fund for their kids
• budgeting their family’s expenses

For example, Nina O’Neal is a partner at Archer Investment Management who provides financial advice to working moms. She publishes a lot of helpful content, but the most noteworthy is her video series, “The Juggle is Real.” The series offers her target audience practical advice for dealing with the challenges–financial and otherwise–of being a working parent.

Research your audience to learn more about their challenges and pain points. Sometimes, the easiest way to learn is to ask or even survey your social media followers. You can also look up your competitors or an account with a similar follower profile to identify which of their content most resonates with your target audience. 

Share resonant, non-business content  

Your social presence shouldn’t be all business. Becoming top-of-mind is about capturing your audience’s attention and building a connection with them. Educational content is the cornerstone of your social presence, but personal content helps your audience relate to your human side. 

Maybe you have a unique skill, hobby, or passion that drives you outside of your 9-to-5. Feel empowered to show your audience that you’re not just a work machine—show them that you’re human just like them.

Remember Nina O’Neal? She also tweets about her kids and other aspects of her personal life. 

These posts are her most liked and re-tweeted which helps increase her reach and connect with a larger audience. As you consider your own audience, take some time to make a list of your personal interests and experiment with sharing related content to build a personal connection with them.

Grow deeper relationships

Face-to-face meetings are happening less frequently in the current environment (especially during the COVID-19 pandemic).

Ironically, the amount of conversations we have in a day has never been higher—they’re just happening on social media. Social media has always been a conversation platform, but the pandemic has accelerated its adoption as a platform for building meaningful relationships. 

Social media is the world’s largest networking event, and it takes place 24/7. Just like in-person networking events, to be successful on social media, you have to put yourself out there. 

Engaging with your target audience is another way to build top-of-mind awareness. But, more importantly, it helps you build trust–which more than 50% of decision-makers view as the single most important factor to winning their business.

Here’s how you can deepen your relationships on social media: 

Participate in groups and forums

Getting your name out there is as simple as engaging online. Online groups and forums are the best places to get started. Explore communities that align with your expertise and find opportunities to add value to conversations through relevant content. 

For example, if you’re an advisor who helps clients plan their childrens’ college fund, you could participate and share insights in a group like the College Planning Forum on Linkedin.

Read into and understand the group before diving in. Many groups have rules and guidelines that govern community discussion. For instance, some groups may allow you to share promotional content while others might strictly forbid it.

Be sure to limit promotional posts, even in groups that allow them. The goal is to find and contribute to conversations so you can build relationships, not to inundate groups with pitches for your business.

Once you’re clear on the rules, start by finding at least one post a day that you can contribute to in a meaningful way. Share your thoughts with the person who posted. And check the comments to see if you can add value to other responses.

Engage with posts from your network

Another way to expand your reach and impact on platforms like LinkedIn is to be a top commenter on other people’s posts.

No matter the size of your network, if you have the top comment on relevant posts, you’ll be noticed by the original poster and their network. When commenting on a post, be sure to: 

• Be one of the first to react, or others may beat you to the punch.
• Share something relevant that adds to the conversation in a meaningful way.
• Use casual language (you’re speaking to another human, not writing an essay).

Here’s a strong example of a comment that adds value and gets noticed:

Just as with group posts, engage with the person who wrote the original post, as well as other people who commented. Each individual post becomes an opportunity to engage and strengthen relationships.

Opportunities to grow as a thought leader on social media come knocking every few seconds–you just need to open the door!

Win and retain more business

Social selling done well can help advisors win more clients. 92% of advisors who use social media for business say it’s helped them gain new clients, according to a study by Putnam Investments.

But advisors must remember what Steve Watt mentions above: ‘cold-calling’ practices like spamming inboxes or constantly pitching products and services will do more harm than good.

Here’s how you can use social selling to win and retain business win without being a nuisance:

Establish a social engagement cadence

The best social sellers have a consistent, structured approach to their social media strategy.

Their followers can expect them to consistently share relevant content, engage with their shared posts, and contribute to conversations in a meaningful way.

With a clearly defined social cadence – advisors won’t just post when they feel like it, they’ll have a purposeful approach to their engagement on social media, driven by goals and success metrics.

Stan the Annuity Man posts instructional videos every couple of days to help his audience better understand the nuances of annuities. He shares these videos across multiple channels like YouTube, Twitter, and his website.

Not only is he providing value to his target audience, but he’s doing so consistently—establishing authenticity and trust. Here are four tips to help you get started: 

Start with one channel

Curating content to share on every social media channel can feel daunting. In order to get off to a strong start, focus on one channel that you can use to consistently provide value to your audience.

Build a content plan

Will you share educational videos? Write educational blog posts? Tweet financial advice? (within the guardrails of compliance)

Start by deciding what kind of content you want to share and can produce at scale. Then plan out at least one month’s worth of content in that format.

For example, if you plan on sharing two educational videos a week, then you’ll need to plan out 8 videos for the month. Write down the topic for each video and a few key points you’ll discuss.

Create a schedule and stick to it

Create a schedule to determine when you’ll produce each piece of content and when you’ll share it. Set reminders so you don’t forget.

Use a social media management tool

Consider leveraging a platform like Seismic LiveSocial to not only find meaningful and relevant content, but to schedule your posts ahead of time.

Using a tool to manage and schedule posts saves you loads of time and makes social selling dramatically easier. You can take a few hours at the beginning of the week or month to create and schedule your posts. Then you’ll only need to set aside 30 min – 1 hour each day to engage with your network and social groups.

Choose the right social selling tools

Part of creating the ideal buyer persona is determining which social media platforms your target buyers use most often. 

LinkedIn and Facebook are used most widely by advisors because they deliver attractive prospects, clients, and results, according to a study by Putnam Investments.

Once you’ve chosen the right social media platforms, consider putting tools in place to create a more seamless process.

For example, instead of spending time searching social media for great articles related to their field of interest, social selling platforms like Seismic LiveSocial can source tens of thousands of pieces of relevant content that are pre-approved and ready to post, eliminating most of the legwork for advisors to share valuable content.

Now, let’s get started!

Now that you’re one step closer to building top-of-mind awareness, growing deeper relationships, and winning new business on social media, the only thing left to do is get started. 

Select the types of content you want to produce, choose the best social networks to engage with your target audience, and jump in!

Once social selling becomes a part of your daily activities, you’ll not only build momentum, but establish relationships and a client list that you never thought possible.

If you’d like to learn more about social selling, visit our Social Selling Resource Hub. 

The post The financial advisor’s guide to social selling appeared first on Seismic.

Advisors must ensure all client-facing materials are up to date, fully compliant, and tailored to their clients’ personal circumstances in order to create the most engaging client experience.

An estimated $30 trillion in assets is expected to be passed down from baby boomers to millennials over the next few years – and pressure is on for advisors to compete in an environment where solutions are becoming cheaper, faster, and more accessible. The question is how do they stay above water and continue to demonstrate that great advantage they will bring to their clients and prospects? Learn how to accelerate your firm’s client engagement strategy with three key characteristics:

Focused

A financial advisor’s best use of time is engaging with clients and prospects. Consequently, when an advisor spends time searching for client-facing content, manually creating materials for clients, or waiting for internal teams, third parties and compliance before client meetings, advisors may soon be left wondering where their clients went.

The most successful advisors have a consolidated approach to client engagement, one that provides a consistent experience and keeps clients well informed, especially in the face of market volatility. They leverage a central hub that keeps them up to speed on the latest market developments, new solutions, as well as firm and industry trends. These advisors can easily access compliant materials with precise, relevant messaging for each client.

By anticipating and addressing a client’s concerns before they are brought up, focused advisors leave them feeling reassured and confident in their investments.

Proactive

Clients and prospects want proactive advisors who work in lockstep with them as things progress, yet advisors and their internal teams can’t always ensure a client’s needs are met on time. To deliver consistent, timely engagement, the best advisors will have a platform in place to automate the manual aspects of client engagement – from pulling together customized reports and proposals, to automatically tying the latest data into fact sheets and client reviews—all within the walls of compliance.

In doing so, advisors will provide a superior client experience that’s proactively built on both trust and reliability.

Prepared & Educated

The best way for advisors to have meaningful conversations with clients is to learn everything they can about their clients’ priorities and goals to provide them with tailored solutions.

Seismic brings visibility to how clients are interacting with materials, advisors get insights into which aspects of sales collateral best resonate with clients and ultimately drive revenue.

With a system that is constantly learning, advisors are equipped to serve fully personalized materials to clients, ensuring they stand out in today’s competitive landscape.

Since advisors’ roles have switched from the Goliaths to the Davids, they can no longer afford delayed, generic interactions with clients. With a rise in competition and customer expectations, the stakes are now too high, and advisors’ books of business will diminish. Learn how advisors can make the most of every client interaction in Seismic’s upcoming webinar Accelerate Your Firm’s Client Engagement Strategy on Thursday, September 26^th at 3PM ET.  Ensure advisors are equipped with the tools and strategy to proactively engage with clients in a timely, comprehensive, and personalized manner, and reserve your seat today.

The post How to Ensure Advisor Growth through a Consolidated Tech Stack appeared first on Seismic.