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SIX WAYS TO BOOST SOCIAL BUSINESS ADOPTION ACROSS YOUR ORGANIZATION THE CHALLENGES ARE REAL. SO ARE THE SOLUTIONS. Driving successful adoption of a social business program can sometimes feel like an uphill battle. Even the most committed and sophisticated financial services firms using technology to increase their advisors’ productivity and business often face “user adoption” challenges. Here are six proven ways to increase social business usage over time. Hearsay Social works with hundreds of leading financial services and insurance companies globally to help drive social business adoption across their distributed sales teams. We've seen hundreds of use cases and heard from many financial industry professionals who have shared successful strategies to increase social business usage over time. Download the full Hearsay Social Adoption Guide for more insights and real-life examples behind this six-step framework at: https://info.hearsaysocial.com/social-adoption-guide.html Help advisors establish credibility by providing useful suggested content on a regular basis, while giving them the flexibility to let their personalities shine. HAVE A STRONG CONTENT STRATEGY AND PIPELINE Executive sponsors lead by example, increase program visibility and help clear roadblocks. One who is also active on social media empowers employees to do the same. SECURE AND MAINTAIN EXECUTIVE SPONSORSHIP CHAMPIONSHIP 1 BOSS The more you increase the comfort level of those in field offices, the more you empower them to act on their own accord. ZEALOUSLY ADVOCATE THE PROGRAM AT THE FIELD LEVEL Your goal should be to create a systematic and ongoing learning engine that delivers insights, best practices and metrics around social business success. PROVIDE ONGOING TRAINING AND ACCESS TO AMPLE EDUCATIONAL RESOURCES Salespeople are generally highly competitive, so why not tap into this natural tendency by allowing them to engage in some friendly competition? USE GAMIFICATION Peer-to-peer evangelism is a great way to increase adoption by sharing success stories from people who have already found value and tangible ROI. PROMOTE AND ENABLE ADVISOR SUCCESS STORIES 80 % non-financial content 20 % business- related content AND 2 3 4 5 6

Social business adoption infographic

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SIX WAYS TO BOOST SOCIAL BUSINESS ADOPTION ACROSS YOUR ORGANIZATIONTHE CHALLENGES ARE REAL. SO ARE THE SOLUTIONS.

Driving successful adoption of a social business program can sometimes feel like an uphill battle. Even the most committed and sophisticated financial services firms using technology to increase their advisors’ productivity and business often face “user adoption” challenges. Here are six proven ways to increase social business usage over time.

Hearsay Social works with hundreds of leading financial services and insurance companies globally to help drive social business adoption across their distributed sales teams. We've seen hundreds of use cases and heard from many financial industry professionals who have shared successful strategies to increase social business usage over time.

Download the full Hearsay Social Adoption Guide for more insights and real-life examples behind this six-step framework at:https://info.hearsaysocial.com/social-adoption-guide.html

Help advisors establish credibility byproviding useful suggested content ona regular basis, while giving them theflexibility to let their personalities shine.

HAVE A STRONG CONTENT STRATEGYAND PIPELINE

Executive sponsors lead by example, increase program visibility and help clear roadblocks. One who is also active on social media empowers employees to do the same.

SECURE AND MAINTAIN EXECUTIVESPONSORSHIP CHAMPIONSHIP

1

BOSS

The more you increase the comfort levelof those in field offices, the more youempower them to act on theirown accord.

ZEALOUSLY ADVOCATE THE PROGRAMAT THE FIELD LEVEL

Your goal should be to create a systematicand ongoing learning engine that deliversinsights, best practices and metricsaround social business success.

PROVIDE ONGOING TRAINING ANDACCESS TO AMPLE EDUCATIONAL RESOURCES

Salespeople are generally highly competitive,so why not tap into this natural tendencyby allowing them to engage in somefriendly competition?

USE GAMIFICATION

Peer-to-peer evangelism is a great wayto increase adoption by sharing successstories from people who have alreadyfound value and tangible ROI.

PROMOTE AND ENABLE ADVISORSUCCESS STORIES

80%

non-financialcontent

20%business-relatedcontent

AND

2

3

4

5

6