Hi, Dan Sheehan from Social Merlin back again for another Marketing Minute. Today’s Topic: 5 Key Rules for Financial Advisors to Build Stronger Client Relationships Through Social Media
As a financial advisor, it’s important to create and build personal connections with clients for your practice to grow. But you can’t build these connections, if you don’t reach out and interact regularly with prospects and clients.
In this article, we’re going to discuss some rules of social media engagement that can help you build stronger prospect and client relationships.
Here’s the 5 key rules:
1. Solicit feedback
Motivate your clients to ask questions or share their thoughts. In other words, solicit feedback by:
a. Asking specific questions
b. Responding promptly to comments, queries, and negative comments
c. Asking clients to leave reviews
d. Conducting surveys
When you actively listen to your target audience and respond, this can help you build strong personal connections with your prospects and clients. But also, you should be careful how you respond. Responding poorly or not responding at all to negative comments can negatively impact your practice.
2. Engage with your community
You’re not the only financial advisor out there trying to build a name for yourself. There are hundreds, if not thousands more like you. So, to get noticed, you need to be proactive and stand out. In other words, you need to engage your community of followers.
You also need to motivate your followers to interact with you and with one another. When your followers interact with each other, this is when your community is engaged. Therefore, strive to keep the conversations going and encourage your prospects and clients to provide feedback, suggestions and recommendations. Keep the discussions interesting and show your clients that you value their responses.
3. Offer free, relevant advice
As a financial advisor, you should establish yourself as a thought leader. Become a valuable go-to resource by providing your readers with valuable information.
Before you write any content, ask yourself, will the content benefit my readers? Is the information useful and relevant? Does it solve a problem? Do I sound ‘sale’z’?
If you have no idea what to write about, get topic ideas by engaging your followers. Ask them questions or start a conversation around a particular topic that you know is important to your avatar to motivate engagement.
4. Be Consistent
Your goal is to establish yourself as an expert. So, keep the message consistent and valuable. Consistency helps your audience know when and where to find you, that your post will be valuable, and to trust your voice and your message, and therefore trust you!
5. Be proactive
To become a successful financial advisor, you need to be proactive. You need to take action by putting out every effort to get the attention of prospects and clients. This means posting content regularly and interacting with readers promptly.
If you think social media isn’t frequented by your prospects and clients think again, as they use it more than you think. So, get on and learn social media and how to use it to grow your practice.
If you’d like to get more information, click the link below. Thanks, and see you next time.