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The Financial Advisor’s Guide to Getting Your Social Media Approach Right in 2021

January 27, 2021
3:00 PM - 4:00 PM



Whether you’re building your practice locally or nationally, social media is going to drive both brand building and lead generation – but sorting through what, when, and how can be confusing and time consuming for advisors. The good news? It doesn’t have to be. An effective social media strategy is all about the three C’s – Content, Cadence, and Consistency. We're going to dive into every aspect of social media, including:

  • What channels you need to invest in
  • How you build an audience on each channel
  • How you should leverage paid vs. organic promotion
  • How you create brand advocates into customers

We’ll also follow up with a social media blueprint that will help you craft your strategy.

Alex Cavalieri

Alex Cavalieri is the Head of Marketing at CION Investments and oversees all aspects of marketing, including brand, content, design, digital strategy, public relations, and events. He is also a co-Founder of Seven Group, CION company, and platform that enables Financial Advisors to market their practice more effectively. Prior to joining CION Investments and launching Seven Group, Alex served as a Vice President at BlackRock, leading digital growth areas for iShares and BlackRock.com U.S. experiences. Previously, Alex was responsible for developing and managing digital experiences within the Retirement Marketing division and BlackRock’s Campus Recruiting. Alex also held various strategy, marketing, and sales roles at Glocal, Omni Corporation, and Workbridge Associates. Alex  received a degree in Communications & Rhetorical Studies from Syracuse University.

Louis Greco 

Louis Greco serves as Managing Director for CION Securities. Mr. Greco joined CION in 2015 as an Internal Sales Specialist covering several territories and served as the National Sales Desk Manager before being named Managing Director. Prior to joining CION, he worked for AllianceBernstein, LP where he covered several regions of the U.S. in various channels, including Defined Benefit and Defined Contribution Investment-Only, Sub-Advisory/Insurance and US Retail. Previously, he worked for Automatic Data Processing (ADP, Inc.) where he partnered with and supported small-to-middle-market U.S. companies to implement tax-strategies through Corporate 401(k) and SIMPLE IRA plans.

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