3 Social Media Tips Financial Advisors Should Follow

March 9, 2022

In today’s digital world, having an online presence is mandatory. If a person is looking for a doctor, a house, a restaurant or a financial advisor, they search for what they need online.

As a financial advisor, your online presence will help you attract new clients while lending credibility to your business and allowing you to communicate with potential and current clients in your community. This type of digital marketing is important for financial advisors because it gives prospective clients the opportunity to determine if a potential Wealth Management Advisor is a good match for their needs.

At Farm Bureau Financial Services, we understand the importance of using social media to stay engaged with clients. That’s why we offer 4uSocial, a platform that makes it easy for financial advisors to engage with current and potential clients.

3 Social Media Marketing Strategies for Financial Advisors

1. Keep Your Online Profiles Professional

Remember that making a good first impression matters — online and in person. Online, your profile picture is the first thing your current and potential clients will see, so it needs to be professional. At Farm Bureau, we include a professional headshot as part of an advisor’s onboarding experience because we know it’s an important part of your online presence and essential for marketing.

2. Share Relevant Information That Helps Your Clients

Effective online marketing for financial advisors comes down to sharing the right information with the right audiences at the right time. Keep your followers engaged and informed by offering up timely, educational content that will help them. Think proactively about what your clients need to know and aim to strike a healthy balance of sharing messages on a consistent basis without overwhelming them.

Farm Bureau Wealth Management Advisors are equipped with a customizable advisor website, as well as business social media pages. Pre-approved content is developed and gathered from third parties for our advisors to share through 4uSocial, which allows advisors to digitally engage with clients and share valuable information across different social media platforms, like Facebook and LinkedIn.

3. Keep a Consistent Posting Schedule

Having an online presence is a good start but maintaining a consistent posting schedule is a key aspect of social media marketing for financial advisors. The last thing you want is for your social media pages to look outdated and abandoned. With 4uSocial, you can set up your posts on Monday and relevant content will be automatically delivered at peak times throughout the week.

If the online and social media world is a bit unfamiliar to you, don’t worry — Farm Bureau offers advisors the marketing support they need to stand out.

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