Financial advisors are always on the lookout for something that will give them a competitive edge, and when it comes to marketing a firm to current and potential clients, nothing beats the benefits offered by social media tools. Unfortunately, most advisors have no idea how to cash in on the opportunities these platforms present for building a bigger, stronger client base. The Social Media Handbook for Financial Advisors is here to fix that, bringing together important information and invaluable insights to help you put social media to work for you and your firm.
Beginning with an introduction to social media that explores how to establish a rapport with your clients on the web, streamline your time online, and much more, the book covers each of the “big three” sites―LinkedIn, Facebook, and Twitter―in detail. Looking at what each of these social networking services can do for your business, the book brings together the hottest topics in social media for financial advisors―from advertising on Facebook to using LinkedIn to connect with prospective clients―in one definitive volume.
Explaining, step by step, a proven process for making the most of social media, the book shows you how to set up accounts, as well as how to use built in tools to find and contact new clients. Throughout, the authors discuss the pesky role compliance plays in limiting what you can and cannot say and do online, while providing indispensable advice on what you’ll be able to do with your accounts once current rules change.
Filled with engaging anecdotes, illustrative visuals, and end-of-chapter takeaways that reinforce the key concepts that you need to understand to get social media working for you, The Social Media Handbook for Financial Advisors is an essential resource for anyone working in financial advising. In-depth and accesible, it gives you everything you need to amplify your marketing message and raise your visibility in an increasingly crowded marketplace.
Financial advisors are always on the lookout for something that will give them a competitive edge, and when it comes to marketing a firm to current and potential clients, nothing beats the benefits offered by social media tools. Unfortunately, most advisors have no idea how to cash in on the opportunities these platforms present for building a bigger, stronger client base. The Social Media Handbook for Financial Advisors is here to fix that, bringing together important information and invaluable insights to help you put social media to work for you and your firm.
Beginning with an introduction to social media that explores how to establish a rapport with your clients on the web, streamline your time online, and much more, the book covers each of the ???”big three” sites LinkedIn, Facebook, and Twitter in detail. Looking at what each of these social networking services can do for your business, the book brings together the hottest topics in social media for financial advisors from advertising on Facebook to using LinkedIn to connect with prospective clients in one definitive volume.
Explaining, step by step, a proven process for making the most of social media, the book shows you how to set up accounts, as well as how to use built in tools to find and contact new clients. Throughout, the authors discuss the pesky role compliance plays in limiting what you can and cannot say and do online, while providing indispensable advice on what you’ll be able to do with your accounts once current rules change.
Filled with engaging anecdotes, illustrative visuals, and end-of-chapter takeaways that reinforce the key concepts that you need to understand to get social media working for you, The Social Media Handbook for Financial Advisors is an essential resource for anyone working in financial advising. In-depth and accesible, it gives you everything you need to amplify your marketing message and raise your visibility in an increasingly crowded marketplace.
About the Author
MATTHEW HALLORAN first became interested in social media when Myspace was the place to be. With over 80,000 Twitter followers with a 99 percent effectiveness rating, 1,000 LinkedIn connections, and 700 Facebook fans, he knows how to gain followers to help build business. Having coached and consulted hundreds and spoken to thousands of financial advisors, Halloran knows how financial advising practices work, and believes that social media is the new marketing frontier for transforming the prospecting aspect of any financial services practice. He is the Director of National Development for GIVE Strategy, a mission-driven company that focuses on helping connect financial advisors, CPAs, estate planning attorneys, clients, and planned giving directors to redirect $1 billion to charity, and the founder and President of Top Advisor Coaching.
CRYSTAL THIES first learned of LinkedIn while deciding to return to financial planning, an industry she left for almost a decade to focus on charitable giving in the nonprofit sector. Thies saw LinkedIn and social media as the way to quickly reignite her financial planning practice while combining her two key knowledge bases of financial planning and charitable giving. The call of social media won out, and Thies started Crystal Clear Buzz, LLC. For more than three years, she has helped small and large businesses, sales teams, and sales professionals use social media for sales and business development. Because of her experience and expertise as a licensed financial planner, Thies’s clients include many RIAs and financial advisors, in addition to major broker-dealers, wirehouses, and banks. Thies is known as the “LinkedIn Ninja”a title given to her by her clients and followers.
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