For advisors looking to beef up their social media presence, one expert suggests finding an approach that allows them to be themselves
Engaging with prospects directly on social media can translate into more business for an advisor’s practice. But that engagement must be truly authentic to make like-minded connections, advisors active on social media platforms say.
“A lot of people could relate to my story and it was a relevant topic no matter where you were located,” he says of the post. “If somebody happened to be thinking about that issue and read about somebody experiencing the same thing, they may reach out.” Mr. McGrath’s financial planning practice is mainly virtual, so he can serve clients nationwide. Most people who book meetings with him are in their 30s and 40s, but says, surprisingly, a 78-year-old got in touch.Laura Whiteland, owner and CFP at Inclusive Financial Planning in Truro, N.S., tends to attract prospects through Facebook and Instagram, but not because of her posting pictures or articles.
“No client is just going to watch a video and say, ‘I want to deal with that person,’” she explains. “[Business] will come from a combination of everything.”
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