The 2024 Social Selling Blueprint emphasizes the shift from social publishing to social selling in financial services, driven by generational change, hybrid business models, and emerging social media value. It provides a roadmap to building effective social selling programs, including creating a compliance framework, motivating field engagement, and crafting a robust content strategy. Key roles such as executive sponsors, compliance liaisons, and sales enablers are essential. Firms must align marketing with compliance, encourage consistent social activity, and optimize strategies for long-term growth. The guide also highlights success barriers and ways to overcome them.

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