Social Media & What It Means To You


How does the a broker-dealer, a product distribution company or a financial advisor best utilize the wide array of social media strategies to grow their business and do it in an approved compliant way? We only work with social media experts who truly understand the financial services industry and are up to speed on the current regulations and guidelines.

Gina Schreck

Helping professionals discover creative ways to use content that draws potential clients in, generating leads for their businesses

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Maribeth Kuzmeski

Maribeth specializes in strategies for Standing Out in order to achieve measurable new business growth for financial services firms, entrepreneurial-minded corporations, and salespeople.

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Kevin Knebl

Helping organizations and people significantly leverage social media for increased lead generation, business development, sales, recruiting and consistent marketing and public relations purposes

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Jim Carroll

Acknowledged as one of the world’s leading global futurists, trends and innovation experts with a massive global blue chip client list, Jim Carroll helps transform growth-oriented organizations into high-velocity innovation heroes!

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Patrick Schwerdtfeger

Patrick Schwerdtfeger is a leading authority on global business trends including demographics, ‘big data’ and the social media revolution.

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Jay Baer

The World’s Most Inspirational Marketing and Customer Service Speaker

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