7 Ways Financial Advisors Can Gain Leads Through Twitter

Posted by Emily Lange Rodecker on December 31, 2014

In our first two articles in this series, we discussed how financial advisors can leverage LinkedIn and Facebook for lead generation. Now it’s time to talk Twitter. Twitter is a fantastic resource for prospecting. A study by Putnam Investments reports that 66% of financial advisors saw an uptick in new business using social media in 2014 – a 17% increase from last year. The study also showed that Twitter use is on the rise, with 26% of financial advisors using Twitter for business.

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Topics: Business, facebook, FFIEC, financial services, gremlin, linkedin, social media, Social Media, social media for business, Social Media for Financial Advisors, social media marketing, Social Media Marketing, twitter, twitter business

5 Ways Financial Advisors Can Gain Leads Through Facebook

Posted by Emily Lange Rodecker on December 9, 2014

The next in our 3-part series focuses on Facebook. The social behemoth lends itself to the personal and the professional, making for plenty of opportunities to connect with your network and develop new leads.

Financial advisors offer a unique service that lends itself quite nicely to social media. While there are plenty of regulations to ensure the playing field is kept fair and compliant, social media can help those in the financial services industry reach new and existing clients – simply by getting in the game! Friends, family members, and even those seemingly-random Facebook acquaintances can all be helpful when it comes to gaining new business. Word of mouth is an important part of an advisors’ lead acquisition – and Facebook is a great place for that kind of endorsement to take place!

We’re sharing some of our favorite tips and tricks

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Topics: facebook, financial services, social, social media, social media compliance, Social Media for Financial Advisors, social media marketing

6 Ways Financial Advisors Can Gain Leads Through LinkedIn

Posted by Emily Lange Rodecker on December 2, 2014

As part of a 3-part series, we’ll be exploring the various ways financial advisors can gain leads through social media and work to expand their businesses and gain new customers. First up? LinkedIn – the professional social network.

Your presence on LinkedIn is all about expertise – showing you know your stuff and that you’re the person for the job. How can you exhibit this? Well, you have to post. You have to brag (a little). And you have to know what your audience needs so you can tout your talents appropriately.

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Topics: financial advisors, linkedin, social media, Social Media for Financial Advisors

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