While many advisors have struggled to adopt social networking tools, there have been few low-cost, turnkey solutions to help advisors curate information and automatically deliver digital content to clients and prospects. But two new ventures - Vestorly and AdvisorDeck - are now offering these services, and maintain they can deliver analytics and metrics that will enable advisors to evaluate the success of their digital communication efforts.
Vestorly is essentially a platform that lets advisors communicate with clients and prospects through social media. Currently, the service is by invitation only. To receive an invitation, visit vestorly.com/advisors/new and provide your name, email address, phone number, firm name and website so Vestorly's staff can check you out. Assuming they don't find anything objectionable, you'll get an invitation to create your own account. Creating and configuring your account is free; if you choose to go live with the service, the fee is $100 per month.
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