5 winning social media strategies for financial advisors
TRANSCRIPT
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5 Winning Social Media Strategies
for Financial Advisors
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If you want to be a successful financial advisor, then you need to understand the various strategies that are used to make FAs successful.
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It’s important to understand and use the Internet to your advantage, because this is a skill that can be extremely valuable to advisor firms.
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Social media is a growing form of communication for people around the world and it can be a powerful marketing tool for the average financial advisor as well.
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Social media platforms can reach around the world or across the street and there are some strategies financial advisors can use to get social media to work for them.
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Make Every Social Media Page Professional
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The idea that a finance professional can have a business and separate personal social media presence is false.
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Most people who look into the activities of any finance professional are going to look at their personal social media pages first and then at their professional pages.
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That is why every social media page needs to
look professional and the content allowed on each page should be family
friendly and convey a professional attitude.
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Avoid confrontation on social media and always try to be helpful to others.
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Act As A Resource
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If a finance professional starts giving free advice on social media, it will not take long for people to start checking that professional's social media pages for free information.
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Finance professionals sell services, so giving away the information only helps their business. If a financial advisor acts as a resource on social media, it can create a steady stream of client leads.
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Be Active Every Day
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If a financial advisor wants to use social media to grow their business, then they need to offer new information each day and interact with their social media contacts on a regular basis.
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Even the shortest period of inactivity can cost a finance professional potential client leads and business.
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Emphasis the Business Location
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Some advisors can do business over the Internet, while most prefer to remain regional.
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When you establish your financial status on social media pages, always emphasize where your business is located and give a website address if you do business online.
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The fastest way to convert social media contacts into clients is to make it very clear where you do business and how to contact you.
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For each account, be sure to include all of your contact information in a place where it is easy to find.
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Establish Networks of Clients and Contacts
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Social media gives financial advisors the opportunity to establish networks of contacts that can be used to create new client leads.
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The Internet allows you to look for organizations, online groups and any kind of mutual interest pages you can join that will help you to enhance your network.
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Social media platforms can be a marketing goldmine for a financial advilsor if used properly.
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By being active and professional on social media, a financial expert can grow their client base and establish a reputation for being a reliable professional.
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Ready to make a move?If you are planning to buy an existing book of business or sell yours, we can help.
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Our finance industry recruiters are always ready to accommodate questions and applications.
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