Is social media marketing an option or a necessity for the successful financial advisor today? Although, in the words of Mark Twain, “All generalizations are false, including this one.” The following can be said.
Social media is fast becoming an essential component of the forward-looking financial advisory business.
Even senior advisors who work with Silent Generation clients who might be completely un-hip to the ways of Twitter/Facebook/LinkedIn…will want to find channels to connect to the 2nd and 3rd generations of their older clients. Social media is a critical tool for financial advisors who want to “refresh” their book of clients, and build credibility with the upcoming wave of Gen X and Y investors.
Marketo is a 5-year old company that builds innovative marketing software. They have recently published a lucid and succinct e-book, “How to Optimize You Social Channels for Lead Generation”, which you can download here.
In this e-book, they list the 6 Golden Rules of Social Media Marketing:
Social media may not be for every successful financial advisor today. However, social media marketing is an increasingly important marketing channel for many financial advisors who are thinking ahead with their financial advisor marketing. For those of you who are embracing social media, the six golden rules make good common sense, and are a thoughtful beginning towards using social activities that generate leads beyond your current database and community.
For additional insights on how to use social media, especially for your client acquisition, please download the ClientWise Learning Tool below: