Practice Tips

Practice Tipsblog

Successful advisers offer easy-to-implement advice for practices looking to improve and update their businesses.

Renovate your social media profile

Here are five things you can to make over your social media profile

Feb 12, 2014 @ 10:48 am

By Matthew Halloran

+ Zoom

Advisers always want to find ways to increase their overall efficiency and improve their image.

So with that in mind, here are five things you can to renovate and make over your social-media profile.

Don't Miss: The debut of Practice Makeover

1. GET A NEW PICTURE

Most of you have absolutely abysmal Sears portrait studio, same background, same suit, same tie pictures. You have to do something that's going to separate you from the rest. Get a local photographer to take a good picture of you at a local landmark. Support local business. Find a moderately priced photographer, have friends and family help you choose the right photo and put it on all of your social-media profiles.

ON FACEBOOK: IMAGES, IMAGES, IMAGES

Use images to tell your company's story. Put pictures of your team, your office, your conference rooms, events that you're doing without clients (unless you get them to sign a release, depending on your compliance department). You need to use photos because photos are shared and looked at more times than anything else on Facebook.

The 6 biggest challenges advisers face on social media

3. FIND A SOCIAL-MEDIA CONTENT PROVIDER

Content marketing is key in social media. Try to find a company that produces good, timely, compliance-approved information that you can share on social media. Try to find something that fits your voice, don't just re-broadcast somebody else's.

4. JOIN MORE LINKEDIN GROUPS

LinkedIn groups are a fantastic way to gain connections and learn about what's going on in your community from a small-business standpoint. You need to follow companies that are local, your local Chamber of Commerce, and your local religious organization(s). These are great groups to join to start building a network. You can start putting out those pre-approved articles to your audience, and you can start building a voice within those communities using a LinkedIn group.

5. USE IT OR LOSE IT

The best thing that you can possibly do to renovate your social media profile is actually use it. Start using social media, people, it is the No. 1 way that most people communicate nowadays, especially women ages 65 and above. Use Facebook and LinkedIn first. After you get comfortable with social media, you can start using Twitter, Pinterest and start making YouTube videos. All of these things are allowed under Finra regulations and you are behind the times if you're not doing it. Have fun, implement these five things, and your social media profile will sing — and you will get new clients.

Matthew Halloran is a certified coach for advisers. He wrote "The Social Media Handbook for Financial Advisors: How to Use LinkedIn, Facebook and Twitter to Build and Grow Your Business".

0
Comments

What do you think?

View comments

Recommended for you

Sponsored financial news

Featured video

Events

Carson Group's West: Family feud financial dynamics

Finding (and retaining) wealthy families to manage their wealth can be challenging. Carson Group's Paul West explains the secret to family success - and how can you keep them as clients for generations.

Video Spotlight

The Search for Income

Sponsored by PGIM Investments

Recommended Video

Path to growth

Latest news & opinion

The most important tax changes for 2018

The Internal Revenue Service issued inflation adjustments to more than 50 tax provisions for 2018.

Shift to Roth 401(k)s 'highly likely' part of tax reform: former Treasury official Mark Iwry

Mandated contributions to Roth accounts would likely only be partial, as opposed to having a full repeal of pre-tax accounts.

E*Trade acquiring custodian Trust Company of America

Discount broker buying second-tier custodian for $275 million.

Another thousand Dow points higher, and investors yawn

Market milestones keep falling like dominoes, with 51 records broken so far this year.

LPL retains $570 million with super-OSJ deal

Kansas-based nVision Wealth will come under supervision of Chicago-based IHT Wealth Management.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print