Social Media for Financial Planners
Attract and retain quality clients by being social
Social Media is a great way to find new clients and build stronger relationships with your existing clients.
Used well, it will help your target market learn more about you, your business and, importantly, how you can help them with your problems.
It can help you become the subject matter expert in your chosen field, and the increased awareness of your brand will lead to more people contacting your business to ask for help.
Social media marketing for financial advisers must be viewed as a long term strategy. It will take a while to build up a presence and an online following but by posting regularly you are creating a number of touch points for people to find you.
Facebook, Instagram, LinkedIn, Twitter – which one is right for me? The short answer is “it depends.”
Who is your ideal client?
What social media platforms do they use? Because that’s where you want to build your presence.
I used LinkedIn a lot, but that’s because my target market (financial planners) are on there. You may find more success in Facebook and Instagram if they are the platforms your clients use.
There are also some very good advertising opportunities on those platforms that make it easy to direct your message to those that it will reasonate with the most.
Social Media Content – what you post is important.
The best content to post on social media is your own. This is the simplest way to start creating value and build a tribe of followers.
If you create articles for your website, post the links on social media so people can read your content.
If you want to highlight a client success story, or something cool that your business has done in the community, post it on social media.
People want to learn about you, so post things that are authentic and true to your values.
YouTube and Video Creation is one of the best ways to build a profile and get noticed.
One of the advantages of video is that people get to learn more about you – how you talk, what you look like – things that will help to build trust.
Once you create a video, you can host it on YouTube. But you can also post it to your other social media channels (hint : social media platforms LOVE video and will frequently push it higher in their algorithms).
And it doesn’t need to be hard to create a video. An iPhone, a tripod and a few notes about what to say are all you need to get started.
Social Media For Financial Advisers
We believe that social media is one of the best options for financial planners who are looking to attract and retain quality clients.
It’s simple to set up an account and you can be posting in no time. Most of the concepts that you’d use with your personal social media posting can be used when you’re posting for your business.
Advertising on platforms like Facebook and Instagram offer a very cost-effective way to get your message in front of your target market. Why waste money on a newspaper add when for a fraction of the cost you can target the exact type of person you want to read your content.
We can help you learn more about how to use social media for your business.
I’m ready when you are! Get in touch and let’s start working on your business.