Social Media Marketing: The Financial Advisor’s Guide To Digital Marketing And Prospecting – Part 4

Part 4: Social Media Marketing

If you want to stand out in the sea of financial advisors, social media marketing should be a core component in your marketing strategy. 

Here are 3 critical tips: 

1. Improve the Content You Post to Social 

Content is relevant if it is timely, and/or of particular interest to a group of people or niche audience. You will know it is relevant and interesting if people like, click and share your content. 

The content could be… 

  • Lifestyle oriented 
  • Motivational 
  • Topic oriented to a particular segment for example: 
  • Getting ready to retire 
  • Saving for college for child or grandchild 
  • Widows 
  • Divorcees 
  • Charitable or philanthropic oriented 
  • Event oriented – either a local event in your community or something you are hosting 
  • Related to people in your office 

2. Use LinkedIn Sales Navigator 

One of the most profitable ways to reach new prospects is to use the vast resources of LinkedIn Sales Navigator. It is a paid tool within LinkedIn that will help you build targeted connections, follow up, deliver valuable content, and schedule qualified prospect calls. 

Social Advisors has a program using LinkedIn Sales Navigator that will do it for you if you don’t want to take the time to do it yourself. 

3. Be Social. 

Social media marketing is effective because it is a social activity. People often do business with those they socialize with – and yes that could be on a digital platform too. 

Your content and presence should evoke trust and expertise, but prospects also want to know your story and personality. So, don’t forget to show your personality and a little more of your “social” side. 

Watch for next week’s blog on Content Marketing.

Maribeth Kuzmeski, PhD, President of Red Zone Marketing, is a marketing strategist, advisor to financial services companies, bestselling author of nine books, and a professional speaker rated as a Top 25 C-Suite Speaker as seen in Meetings & Conventions Magazine. She speaks on topics including marketing, branding, sales, and customer service.


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The Financial Advisor’s Guide to Digital Marketing and Prospecting – Part 3

The Financial Advisor’s Guide to Digital Marketing and Prospecting – Part 2

The Financial Advisor’s Guide to Digital Marketing and Prospecting – Part 1

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