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Too Much Information? Advisors Urged To Use Social Media Like Anyone Else

Many professionals naturally keep their private lives out of their business-oriented social media profiles. That's not quite the right approach, says one advisor who's won clients on LinkedIn in particular.

 

Cathy Curtis, who runs Curtis Financial Planning, says her social media presence gives her a way to talk about herself and let potential clients get to know her.

 

Then, when they need financial help, they turn to her.

 

Too relentless a focus on the market or other professional topics gets in the way of that.

 

It's an interesting observation. Instead of thinking about a social media presence as a corporate communications channel, think of it as a truly "social" channel -- like going to a party or other purely "fun" networking event.

 

Naturally, you're there to meet people and maybe find a few prospects. But talking too much about the markets and how great you are will leave you talking in an echo chamber by the end of the evening.

 

For better or worse, things like Facebook exist to generate fluffy party conversation. People expect and enjoy that.

 

Naturally, advisors are limited by regulations on what they can and can't talk about. But Curtis may be onto something big here.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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