- You wear a lot of hats as an advisor. Are all of those hats represented in your brand? For instance, do your managed money clients know that you can also help them with their life insurance? If not, there’s a great reason to communicate with your current clients.
- Can your network tell your story? Your network is your biggest advocate and best source of referrals, so it’s important that everyone in your network understands what you do. They don’t have to know the details, but they need to know that you offer a range of insurance, annuities, and managed money solutions, so having a consistent brand message across all platforms and media is really important.
- Audit your social posts from 2022. Do they represent your brand and the markets you serve? If not, outline some topics that you’d like to integrate into your communications.
- Do your social profile(s) use wording that connects with potential prospects? Many of the technical terms we use aren’t familiar to people outside the industry, so think about using words that explain how you can help instead of listing what you do.
- Speaking of connection, integrate posts that share your personality and help people connect with you on a personal level.
- Make sure your LinkedIn title reflects both what you do at a high level as well as any areas of specialization. It’s important that people know you are a Financial Advisor, but if you specialize in helping business owners, consider adding to your title. For example: Financial Advisor ꟾ Expertise in Business Owner Solutions
- Ask a question – starting some of your social posts with questions can help generate engagement.
- Add a call to action to your communication. When appropriate, include a next step. For example, “Contact me to discuss your financial future.”
- Pre-plan your social posts – Taking a few minutes each month to plan out your social media posts will help you determine what you want to focus on for that month – not to mention it can help you with your overall marketing when you use social media to compliment your marketing efforts.
- Follow up on your posts – Make sure that you react in a timely manner to any engagement you receive on a post – sharing, comments, likes. Engagement with a post is just like any other lead; it can quickly go cold.
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