Advisors: How to Generate Leads With Social Media

Social media has taken over as one of the primary ways consumers give and receive information. As regulations become more clear to financial planning practitioners, using social media will become a necessity to continue to grow your business and build your brand.

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Comments (2)
Great post Ted!
A digital presence is becoming a business necessity in financial services. Ideally, social is used to amplify your own creative content and used to pull people into your website or digital properties. I really like your line "Likes don't create revenue, new clients create revenue." and financial professionals should give some considerable thought on their digital strategy. What do they want their user experience to be and what is the goal of their presence in the first place. It's what we did for Tech Girl Financial when we developed Kim's strategy, and you were a big influence on how we should structure her site.

Thank you for your continued contributions to this space!
Victor Gaxiola
Posted by victor g | Monday, April 07 2014 at 3:37PM ET
Enjoyed your article Ted.

I laughed when I read about the contact us button... as many forget to give prospects a way to contact them! But if someone is not going to contact them right away (and that's most people who don't know you ... yet...) offering something of value to the niche you work with will let you know who might be interested.

Something I find (very often) is that advisors don't check the links they put on websites. Sometimes the website wants the http:// and sometimes it doesn't. I've tried to learn more about someone who wants to contact me on LinkedIn or through the Twitter link, only to find that the links aren't working.

Will pass your article along to my Twitter followers now...
Posted by Maria M | Monday, April 14 2014 at 1:53AM ET
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