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3 Simple Steps for Financial Advisors to Embrace Social Media

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3 Simple Steps for Financial Advisors to Embrace Social Media

As a financial advisor, your focus is split between delivering for your clients, running your business and managing your team. So, who has time for social media?

However, you probably know you’re missing out on important conversations and connections on social networks that could benefit your business.  If you set up your LinkedIn profile or Facebook page years ago and they’ve been growing cobwebs ever since, now’s the time to dust ’em off and get in the game.

How will you benefit from being more active on social media? 

  • Stay top of mind with your potential referral sources
  • Keep aware of your connections’ career developments and milestones
  • Find content that will educate and motivate you

With these 3 basic tips, you’ll easily be able to dip your toe into the social media pool.

1. Download the Mobile Apps

You’ve always got your phone with you, right? By downloading the mobile versions of social media applications like LinkedIn, Facebook, and Twitter, you’ll always have those with you, too. If a tablet is your device of choice, there are apps for those too.

Once you download the apps and log-in, go to “settings” and turn on notifications so you get alerts when others engage with you.

2. Schedule Social Time

Whether it’s on your desktop or from the convenience of your mobile device, you need to find regular time to interact with your social media feeds. Perhaps it’s part of a morning routine with your first cup of coffee, or when you’re winding down at night.

Some advisors even add 15 minutes to their calendar a couple of times a week to keep social media front and center.

3. Connect & Engage

If the idea of creating custom content for social media posts seems daunting, don’t worry. You don’t have to become a self-publishing machine to get great value from social media.

In fact, let your connections do all the heavy lifting by posting their content. You can simply “like” those posts or comment whenever you feel comfortable doing so. They key is regularly engaging with others and being active on the platforms.

Next Steps

With these tips fresh in your mind, why not go to the app store on your device and download the mobile apps right now? After all, there is an ongoing conversation happening on social media between your business colleagues. Go dive into the dialogue!

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