Social Media Panel at Morningstar Investment Conference 2019

I feel lucky to have been included as a part of the Social/Digital Hub at the 2019 Morningstar Investment Conference (all thanks goes to Marie Swift of Impact Communications for inviting me to participate).

During the conference, we discussed the impact that social media can have on an advisory firm’s marketing and digital presence.

If you only take away one idea from this panel, I think the most important is to remember that social media is for relationships. If you are only using the “media” part of the equation and posting content without engaging, you are missing out of the “social” part, which is what will make the biggest difference in your firm.

Watch the full video below, or click here for the original post.


Angel Gonzalez, Snappy Kraken

Johnny Sandquist, Three Crowns Copywriting and Marketing

Victor Gaxiola, Tech Girl Financial

Andy Millard, Andy Can Help

Marie Swift, moderator, Impact Communications

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Featured Image: Photo by Samantha Sophia on Unsplash