How Financial Advisors Can Improve Their Digital Footprint
6 Simple Ways Financial Advisors Can Improve Their Digital Footprint
Many financial professionals overlook the importance of having an active presence on social media. Now, more than ever, advisors need to formulate effective strategies to build meaningful connections with current clients and make new connections with potential clients. As an advisor, it is essential to stand out from your competitors by sharing your expertise through quality content and building thought leadership within your industry.
Here are 6 ways financial advisors can improve their digital footprint through social media:
why advisors be looking at their social media presence now more than ever
People today rely on their mobile devices for everything. Phones give people instant access to content and by being more active on social, you can be the first to appear in front of them.
the most common mistake advisors make on social media
Avoid stock imagery so your content doesn’t blend in with other advisors. Instead, use strong visuals such as on-brand photography and engaging videos.
Another common mistake is not using LinkedIn properly. This platform is key to building brand awareness, engagement, and so much more. Not creating enough content can also be a mistake. As an expert, you have the knowledge that people want to hear about. Think outside the box and share those ideas with your audience.
stand out in a noisy social media environment
If you are writing blogs or articles, try to choose a title that stands out and will resonate with your audience. This will ensure that you get more people clicking through to read the full piece after it’s shared on social media.
Invest in 2-3 minute videos to highlight your expertise and team – research shows that posts with videos get 5 times the engagement compared to plain text and photo posts. Collaborate by bringing in related experts to create content with you. This can include co-writing an article, Q&A video or going live on LinkedIn together.
different platforms for varying goals
LinkedIn is a professional network where you can build a rolodex of trusted contacts who can refer business to you or connect you with valuable business opportunities.
Facebook is great for sharing stories that resonate with families and retirees who want to set-up smart financial systems.
Twitter is used to share relevant news and to engage with industry professionals in a timely manner.
Instagram is the perfect platform for advisors who like to share infographics, images and videos that speak to their demographic.
Tip: adjust your content strategy for the platform on which you’re posting on. Focus your time on the platforms that your current and potential clients are using.
become a content creator
Encourage your team to create original content that resonates with current and potential clients. Encourage the team to create one blog or video a month with pre-approved themes from your compliance team. Create FAQ’s and turn them into a variety of content forms such as podcasts, blogs and videos. Amplify the content with social media posts on your chosen platform.
invest in a social media strategy
A social media strategy shows where your online presence is currently and includes a plan to successfully reinvent what you’re doing for optimal success on specific platforms.
Speak to our expert team
A Social T, we design a comprehensive guide that includes a clear set of KPI’s that are specific to your firm for you to track results of the implemented strategy. Learn more: socialt.biz/social-media-strategy
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“Tara came highly recommended to us, and we quickly realized why. She understood our industry and goals very well and presented us with an effective Social Media plan that we could implement and sustain. Our meetings with Social T. walked us through an analysis of our past efforts so we could recognize what was working, and identify opportunities for improvement.”