The Social Media helps the advisor companies to connect with clients and gain trust, authority, new insights, and build rapport. Nowadays the companies use the social media to make decisions connected with finances, rely on their communication, increase the visibility of the leadership, demonstrate thoughts, to improve the ranking of the company, to outstand from the competition and provide cost effective methods for gaining new clients.
1. Find your best marketing strategy and plan
- Before starting your business, it is important to decide on the strategy you will use. After deciding on that, you need to make a plan on how to achieve your company’s goals. You need to ask few questions to have a clear perspective of what you are going to do:
- What benefits will your company offer to the customers?
- Who will be your target audience?
- Which strategy are you going to use?
- Are you going to have online advertisements and platforms promoting your company?
- How can you measure success?
- What can you do with the information you will gather from the social media.
2. Financial Advisor Marketing
The marketing process can be long and tedious. To accomplish the company’s goals, you need to search and find the right platform for your online advertisement.
Marketing for financial advisors can also be done through the platforms: Facebook, Linkedin, Twitter, Youtube. These platforms provide a wide range of resources and opportunities for expanding your clients’ outreach.
3. Linkedin as a marketing strategy for Financial Advisors
Through LinkedIn platform, you can make observations in real time, create content and increase the number of clients. Once you have identified your target audience, start thinking about your strengths and advantages. Linkedin is a network for sharing information, researching to make yourself more powerful. If you are coach and expert, up-to-date changes and its credentials, updating your profile with your information and experiences, stating what the company offers, completing a whole image for you as a financial advisor, start conversations, link with people, staying on top.
4. Facebook for Financial Advisors
The Facebook platform is used for financial advisors in more of a friendly way. It can be used for monitoring the activities of the friends you have on Facebook, sharing interests, staying in touch. Also, clients can easily access you. You can also create a Facebook page for your company and share it with your friends- so with gaining more likes and followers the company brand and name will be more influential. Sharing personal information and updates. You can mark your friends from the list as “CLOSE FRIENDS” and get notifications about their latest activities. You can like or share activities or contents connected with your website or company’s role. Also, you can share valuable information for your friends, who might also be your clients, you can create a professional profile of your company and have only your customers like friends.
The Facebook platform can help the financial advisors in getting in touch more with the people and having a real-time information in every part of the world.
5. Youtube as a marketing strategy for Financial Advisors
Youtube hosting platform can help the company to share videos essential for the work process and the organization of the company. Also, you can use videos in order to connect with clients and present to them visually the work of the company. Videos can help financial advisors at your company to be in touch with the clients, create videos for topics that are in client’s interests, to use playlists and organize the videos by topic.
Youtube can also help the company to gain information whether the company is popular enough among the general public with the number of views. If some of the videos have few million views that mean that the company needs some improvements, taking into consideration the fact that on Earth are billions of people.
Also from the comments below can be seen if the video had positive or negative reactions from people. From the buttons for “like” and “dislike” you can see how many people liked the video and how many didn’t. If the number of “likes” is higher than the number of “dislikes”, the company had a positive reaction.
When contacting via platforms, online with the clients, it is important to remember that the social media nowadays has its peak with these platforms above, so with their use, you can make your company more reachable and well-known among clients. Focus on the interaction, trust, conversation with your clients.