5 Winning Social Media Strategies for Financial Advisors

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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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• Its 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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• Visit site
• www.willis-consulting.com

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