The Financial Advisor’s Guide to Facebook
Facebook is one of, if not the most popular social media platforms of our time. With a staggering active user base of around 2.9 billion people worldwide, it's no surprise to find that financial advisors are making use of the platform to engage with clients, market their business, and much more.…
The Financial Advisor’s Guide to Instagram
Social media has become a central point in marketing and advertisement. One of the biggest platforms is Instagram, hosting 1.3 billion active users as the 4th most-used social media platform and 8th most visited site on the internet. It's no wonder financial advisors might want to explore the…
7 Social Media Post Ideas Proven to Work for Financial Advisors
Every financial advisor wants to find success on social media, whether they're doing it to reach a larger audience or want to engage with their current one. It's important to understand that social media is a constantly evolving machine that is always finding new ways to allow users and creators to…
Financial Advisor Marketing Videos: The Ultimate Guide
The Power of Financial Advisor Video Marketing Nearly 65% of people are visual learners, making visually appealing content crucial for service professionals. Financial advisor marketing videos connect with your clients and prospects in an engaging way that is unmatched in digital marketing. In only…
Instagram and Financial Advisors: What You Need to Know with 8 Tips
Instagram is one of the top social media platforms in the world — but should financial advisors use Instagram? This is a question our marketing specialists get all the time. Instagram makes it easy for a business to find new clients with targeted marketing, gain insights into their audience, and…
8 Ways to Make Your Brand Stand Out on Social Media as a Financial Advisor
Two of the top questions that we get are, "How can I promote myself as a financial advisor?" and "How do I make my brand stand out on social media?" And we always tell them how important it is to share content and engage on social media. But with 3.96 billion people on social media, how can you…
Harness the Marketing Power of the Financial Advisor LinkedIn Summary
Your advisors meet new prospects every day. Fifteen years ago you would have told them to give each new contact a business card, but now your advice has changed. The best advice to give to advisors who will be connecting with new prospects? Work on your financial advisor's LinkedIn summary! The…
Attracting Leads with Video Prospecting
Financial advisors are constantly evolving within their industry and how they do business. At first, it was making cold calls and hoping you could convince someone to give you a chance. Now it's different, it's about connecting and keeping clients engaged. Nothing is as simple as making a single…
A 3-Step Guide to Measuring Your Social Media Marketing ROI
ROI, or Return on Investment, is a term marketers and business owners use to define how much money or engagement they are getting from their efforts. While traditionally “return” referred to a dollar amount, with social media marketing it can refer to a number of things. In this post, we set out to…
Social Media Lead Generation for Financial Advisors
If you know how to use it correctly, social media can be one of the most effective ways to connect with clients, improve your online presence, and attract new leads. Watch this webinar for expert insights on how to maximize your social media profiles and attract new leads. We’ll cover critical…