April 19, 2023
YouTube for Financial Advisors: A Social Media Marketing How-To Guide
As the world’s most popular video-sharing network, YouTube is a great place for financial advisors to showcase your expertise in an engaging way so that when viewers are ready to work with a financial advisor, you’ve already built that foundation of trust. While making YouTube videos might sound like more work than you have time […]
April 12, 2023
LinkedIn for Financial Advisors: A Social Media Marketing How-To Guide
LinkedIn boasts 303 million monthly active users, many of whom are high-earning professionals who could definitely benefit from financial planning and wealth management services. It’s also one of the more low-effort platforms from a social media marketing standpoint. Those two factors make Linked in one of the best places for financial advisors to start their […]
April 5, 2023
Facebook for Financial Advisors: A Social Media Marketing How-To Guide
With 70% of U.S. adults using Facebook, a platform is an essential tool for financial advisors looking to reach new potential clients. If you’re just starting to build a social media strategy, this is a great platform to start with because you don’t have to post as frequently as you do on Twitter and you […]
February 15, 2023
How Financial Advisors Can Use Atomic Habits to Build Trust with Clients
In James Clear’s Atomic Habits: Tiny Changes, Remarkable Results, he lays out the science of how humans form habits. It’s a great guide on how to break bad habits and replace them with better ones, but one of the concepts that struck me most was the power of habit. Once something becomes a habit, it’s […]
January 18, 2023
How Financial Advisors Get New Clients, According to the Data
A quick google search will deliver dozens of tips and strategies for how financial advisors get new clients but which ones are actually worth the time and money you need to invest? Conventional wisdom in the industry says that networking and client referrals are the most important, but generating new clients out of either is […]
December 21, 2022
How to Get the Most Out of Facebook Ads for Financial Advisors
In 2020, organic reach for Facebook posts sunk to a new low of 5.2% but Facebook ad reach soared to over 34% of the global population. In the United States, Facebook ads reach over 63% of users over the age of 13. While an organic social media marketing strategy is still valuable, it definitely takes […]
December 7, 2022
8 Easy Social Media Post Ideas for Financial Advisors
The hardest part of a social media strategy is actually filling your posting schedule with enough content to hit your marketing goals. What do you say? How do you say it? How do you come up with enough fresh ideas to keep your social media updated day after day? To make that process a little […]
November 16, 2022
60 Hashtags for Financial Advisors to Use in Their Social Media Marketing Strategy
Originating on Twitter in 2007, hashtags have grown from an easy way to group related Tweets together into a powerful tool for finding and engaging with your niche audience across almost every social media platform. But which ones should you use? How many should you include? How should you use them? This guide will give […]
November 9, 2022
How to Use Social Media for Financial Advisors
Social media is one of the best ways to engage with existing and potential clients, but compliance issues and a lack of strategy make it hard to know where to start. Here are some tips for leveraging social media for financial advisors. In Schwab’s 2021 RIA Benchmarking Study, 58% of firms reported generating leads from […]
October 26, 2022
How the Growing Demand for Personalization Impacts Financial Advisors
As a client-centered business, financial advisory practices have always known that a personal touch is key to a successful business. However, the consumer demand for personalization across industries is reaching new heights as advances in data analytics and other technology make it possible to offer hyper-personalized advertisements, products, and services. You might already be doing […]
