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What is your relationship with social media? Social media for financial advisors means different things.
Some advisors have embraced social media as a concept, posting content and occasionally engaging with others, but wonder why they bother because they haven’t seen any noticeable results.
Other advisors have embraced social media as a way of strengthening their client relationships AND can see a straight line from their activity to acquiring new, in-segment clients.
In this episode, Bill Cates invites Kristen Walker, vice president of marketing at Michigan Financial Companies to discuss several marketing ideas, including how advisors can implement social media and target marketing into their marketing plan to increase client engagement and attract new clients.
Bill and Kristen discuss:
- How much time and energy should advisors dedicate to social media—and where they should be focusing their attention
- The importance of targeting your in-segment clients
- What virtual and in-person events are producing results these days
- Other best practices you can employ in terms of social media for financial advisors
- The creative methods her 90 advisors are using to engage with clients
Related: Why “Expectation Checks” Are Critical to Your Success