The 7 Biggest Mistakes Advisors Make on Social + How to Fix Them

April 03, 2024, 11:00 am

Do you feel like you’re putting in a lot of work but just aren’t getting the type of results you wanted from your social strategy? If that’s the case, you’re not alone! Many advisors struggle to achieve their desired outcomes from social media. And if you’re looking to do more with your social media presence, we can help.

In this webinar, Chief Evangelist at FMG, Samantha Russell, shares the seven biggest mistakes that advisors make on social media with tips for fixing them to boost your strategy.
You’re Not Using The 80/20 Rule and Why It’s Important To Grow On Social [5:01]

You’re Not Using The 80/20 Rule and Why It’s Important To Grow On Social [5:01]

  • If you don’t follow the 80/20 rule on social media, you won’t see results.
  • For every one thing you post on social, you should comment on at least 5 other posts.
  • “Prime” the algorithm by leaving comments FIRST thing in the morning, BEFORE your post goes up.
  • Sharing helpful information draws people to your posts.


Your Social Media Posts Are Boring But How to Fix That [15:50]

Your Social Media Posts Are Boring But How to Fix That [15:50]

  • Remember that humor goes a long way
  • Incorporate current events: What is everyone already talking about?
  • Ask yourself, “What will be HELPFUL & INTERESTING for your audience to know or learn about? What will people leave comments on or reshare?”
  • When you write content in a way that is interesting and compelling and find the right audience, then you can create content that resonates.


You Are Not Using The WIIFM (What’s In It For Me?) Mindset [19:59]

You Are Not Using The WIIFM (What’s In It For Me?) Mindset [19:59]

  • What can your products and services do for your audience?
  • Use an attention-grabbing headline.
  • Make sure you’re using strong, eye-catching visuals to showcase what you can do.


You Never Get Personal [21:56]

You Never Get Personal [21:56]

  • Share a personal story or photo, and tie it into how can help if you can.
  • If you shared something personal, it probably got more engagement than any other posts you have shared.
  • You need to have a mix. However, share industry posts, personal, work-related, etc.
  • Remember that “people connect with people.”


You Have No Opinion [24:27]

You Have No Opinion [24:27]

  • Make a bold statement.
  • Say something different.
  • Have a hook.
  • How you phrase something does matter.


You Are Not Consistent [26:18]

You Are Not Consistent [26:18]

  • Have something timely to share, so keep up with current events.
  • Have an editorial calendar ahead of time so you can plan ahead for the month.
  • Go in and do the 80/20 rule, so that you are commenting daily and boosting your algorithm.
  • “Comments are currency,” so try to get comments on your posts as quickly as possible.
  • Ask questions that are easy to answer to get more comments.
  • Being consistent keeps you top of mind.


You Don’t Tap Into Your Local Community Group [32:15]

You Don’t Tap Into Your Local Community Group [32:15]

  • Facebook groups are really underutilized by advisors
  • There are local groups in every area of the country.
  • Do not shamelessly self-promote
  • Post helpful answers
  • Also, have colleagues tag you and say, “Can you help?”


Practical Tips For Your Profile [40:10]

Practical Tips For Your Profile [40:10]

  • Add a CTA to your LinkedIn profile - it is a link that will ALWAYS appear under your name.
  • Create a LinkedIn event to promote webinars.
  • Set up personal and business business pages.
  • Upload an A+ headshot and banner image.
  • Write a great headline.
  • Personalize your LinkedIn URL.
  • Turn your summary into your story.
  • Use the Calendar connection strategy (1- Every Friday, go through the last 5 days of your calendar (and email too if you want extra connections! 2-Copy the person’s name and look them up via LinkedIn 3- Invite them to connect on LinkedIn)
  • Use the Email connect strategy: (1-Every Monday and Friday, Go through the last few days of emails and connect with anyone you exchanged messages 2- Copy the person’s email address and search in LinkedIn. 3- Invite them to connect on LinkedIn)


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