Business Planning

Is Your Social Media Account Doing What You Need It To Do?

2 min read
October 31, 2020

As a business, your social media presence can be crucial to attracting and retaining the millennial client.

Posting to the major social media platforms as a business can be intimidating. Most financial advisors overthink the process, and in a world where time is one of our biggest assets, investing time into building your online presence may not seem worth it. Unfortunately, if you ignore your online presence, clients will not be able to get a real feel for what you stand for and potential clients might not be able to understand where you can add value. This is particularly true with millennial clients.

When laying out a social media strategy, you need to ask yourself:

  • What type of brand do I want to put out there?
  • What type of content will I be posting? Will it be informative, visual, technical?
  • Who is my target demographic and what are the key wealth planning needs they will have to address?
  • Which platform will have the most impact on my business? Instagram, Twitter, LinkedIn, or Facebook? Do I need them all?
  • Read and understand your company’s social media policy. A lot of firms now understand the importance of social media and are allowing their advisors to post in some way. This may include getting compliance to pre-approve your posts.
  • Will I be creating content myself or will I use a content library?

Now that you have thought about what you want your social media presence to look like, you need to schedule out a plan to start posting. Look at a calendar, are there key messages that you want to get out in the next month, in the next year? The key is to be consistent, pick one day a week where you will post, and go from there. 

HeyAdvisor’s content library for financial advisors makes it easy to implement your new plan with a variety of videos and infographics to choose from.

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HeyAdvisor is a digital content library that financial advisors leverage to connect with their clients. The highly engaging educational library of videos and infographics is white-labelled with advisor branding and can be integrated into email marketing campaigns, websites, client portals and social media. The intuitive library is grouped by life events making it easy to add value to the client relationship at times in their lives that matter most. Review our plans here.

Emily Reed
CEO and Co-Founder of HeyAdvisor
Emily is a former associate financial advisor with over 13 years experience in the financial industry. For over 8 years, she has also been working closely with advisors to help them create a more systematized business with a focus on attracting and retaining their ideal clients.

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