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what works in social media (for financial advisors)

What Works in Social Media (for Financial Advisors)

By on in Social Media Marketing

What works in social media (for financial advisors) is simple in theory, but more difficult in practice.

The reason it’s more difficult in practice is that to achieve meaningful business outcomes, social media requires a steep (but mostly short-term) learning curve on your part and a long-term commitment from you. Said another way, it’s an ongoing investment of your time.

Consider this: would you have an intern do your live, in-person networking for you? Would you have an intern deliver your presentation to a room full of qualified potential clients? Would you have an intern engage in direct conversations with potential clients? The answer is most likely “no.” I don’t know many (if any) financial advisors who would agree to being represented or replaced by an intern in these kinds of live, in-person settings.

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Golf and social media

How Social Media Resembles the Game of Golf

By on in Social Media Marketing

Are you a golfer? Or what I should say is, do you attempt to play golf?

I’ve tried to hit that little white ball around for years. I remember in the early days of my first few rounds feeling completely clueless about everything from which club to use, how to hold the club, what a birdie meant, and never mind trying to not whiff the ball!

The same goes for any kind of sport or game out there. You have tools needed for play and rules to follow. On top of that, you have to practice to have any chance at all of competing.

What does golf have to do with social media?

Interestingly enough, I think there are some big similarities between the two.

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ROI in Social Media for Financial Advisors

Achieving a Return on Social Media

By on in Social Media Marketing

As financial advisors, most of us have been conditioned to think in terms of quantifiable returns. We manage to, measure, and report portfolio performance to clients.

Ultimately though what we really do as financial advisors is help guide our clients. We help them make smart decisions about their money when times are tough and we help them create the best probability for achieving long-term financial success based upon their goals, resources, time frame, and risk tolerance. At the end of the day, it’s less about the numeric return achieved and more about the progress being made toward the goal. The value is in the relationship.

This is very similar to investing in digital and social media for your business. Just as your clients have an opportunity to preserve and grow wealth through their relationship with you, you have the opportunity to preserve client loyalty and grow your business through RELATIONSHIPS.

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How to Help Your Clients Rise Above the Noise

By on in Social Media Marketing

In the digital age, it’s critical to help your clients and prospects rise above the noise and view you as the primary resource to follow. Here are 3 ways you can create a better experience for clients and prospects.

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Social Media for Financial Advisors

2 Reasons You Should Be Excited About Social Media

By on in Social Media Marketing

Social media is not just some fly by night fad. It’s the biggest shift in our society since the printing press. The individual is now the media programmer. We all have access to new media tools in order to publish and share our own thought leadership content, not just the major media outlets and not just the brands. However, there is much resistance and disbelief that surrounds social media.

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social media strategy

The Key to a Successful and Sustainable Social Media Strategy

By on in Social Media Marketing

Social media profiles are not the strategy, they are part of the foundation. Building a professional and consistent foundation across the social web is critical to shaping your online reputation. However, it’s only the beginning. The most important driver of social media strategy is something you may not have considered.

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