The Social Media Handbook for Financial Advisors: How to Use LinkedIn, Facebook, and Twitter to Build and Grow Your Business

The Social Media Handbook for Financial Advisors: How to Use LinkedIn, Facebook, and Twitter to Build and Grow Your Business

Bill Cates, Matthew Halloran, Crystal Thies

Language: English

Pages: 304

ISBN: 2:00335529

Format: PDF / Kindle (mobi) / ePub

Expert advice for financial advisors looking to make the most of social media platforms

Social media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make the most of these new tools, offering invaluable advice about how to connect with potential clients in the twenty first century.

For most advisors, converting prospects into clients is their top priority, and social media presents incredible opportunities for sealing the deal. Sales don't happen because clients are impressed by complicated charts, they happen because they're impressed by your social media presence, and by properly understanding how to make these new platforms work for you, you'll be positioned to see your business boom.

Designed to teach financial advisors how to use social media to better market their services to attract new clients and referrals
Presents expert communication advice from top financial advisor coach Matthew Halloran
Categorizes communicators in a unique new way
Teaches financial advisors how to use social media in new, highly effective ways that they've never even considered

An essential resource for wealth managers and financial advisors looking to amplify their marketing message and raise their visibility in a crowded marketplace, The Social Media Handbook for Financial Advisors is the only book you need to make yourself heard.













proactive in referring and introducing people in their network to each other. Think about it; you’re going to want your network to do those things for you. The best way to get them to do that is to generously do the same for them. When you are constantly reaching out and helping the people in your network grow their businesses, then it’s going to be a no-brainer for them to reciprocate when you ask. People take notice of who helps them get visibility with their social media efforts and a debt of

mind. Twitter is to be used to consume information in a timely and efficient manner. There are a lot of websites and Twitter tools that will tell you that you can make copious amounts of money directly off Twitter. I do not agree. They are multilevel marketing companies preying off people who need money. Stay away! Buying followers and selling your tweets is, as my grandmother used to say, too good to be true. Social media, especially Twitter, can be indirectly used to make money and a lot of it

contacts. Being on Facebook lets you connect with other people on Facebook. To get good public relations contacts, you should type in the name of your local news reporter or editor and request them to become friends with you. Search the web to see if they have a blog. If they do, subscribe to it, and like that blog (there is a Facebook Like button on just about every blog). Comment on the blogs when you see something you like (again, inform compliance you are doing this). Post links to the blogs

connections—particularly multiple connections—in addition to being from your past schools and companies. FIGURE 17.7 People Connections I recommend checking these occasionally because new people are joining LinkedIn every day (more than two people every second!). Remember: You’re trying to connect with as many people as possible who know who you are and who would be willing or likely to help you if you asked. These are not necessarily prospects themselves. Someone may be a barista working in

a running discussion that has over 100 comments, then every person who has commented will receive an email message with your comment. When a discussion gets that involved, people normally make multiple comments, but in that 100-comment instance, there would likely be about 70 to 80 people receiving the email message with your comment. I don’t know what you’re thinking right now, but I’m thinking that’s pretty darn good visibility. Many groups have introduce yourself discussions, which are often

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