Social media offers an increasingly powerful way to communicate with clients and prospects, yet many advisors aren’t taking advantage.
Advisors need to use social media tools to effectively engage clients and prospects through that medium. “Set up a social media marketing program and stick to it,” says Craig Faulkner, chief executive officer of digital marketing firm FMG Suite.
“The two keys to successful social media marketing are content and consistency,” he says. Although
“Your clients and prospects will follow you if you offer them something of value on a consistent basis,” Faulkner says.
Work within the compliance parameters of your firm to determine how you will populate your site with great content. “Then make a schedule and stick to it,” says Faulkner.
Over time, advisors will slowly grow their online presence – a worthwhile investment for any firm in this wired world.
-
From buried treasure to a "hot shot" hauling business on the road, advisors share the client retirement plans they never saw coming.
September 18 -
In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn, all customers.
September 18 -
As college costs rise, some clients who fear their children taking on early debt make too much to qualify their children for aid, but not enough to pay for school outright.
September 18 -
With three years of market appreciation buoying most advisors' revenue generation, Morgan Stanley says: Produce a bit more or see a small pay cut.
September 17 -
Brokerages applaud a new rule that will relieve them of the obligation to monitor advisors' side gigs such as driving for Uber or bartending. But regulators say they still have plenty of obligations to monitor outside business activities.
September 17 -
A new Vanguard and Escalent survey finds advisors are still using AI mostly for administrative tasks like meeting notes, even as firms plan to pour $1 trillion into the technology globally this year.
September 17









