The social media space can be an overwhelming environment, especially in an industry in which it’s just becoming “acceptable” or commonly practiced. Even our marketing team and digital community managers at ClientWise are constantly commenting on how much they do to keep up with the latest and greatest in the world of social media.
For many of you working at wirehouses or other large firms, this may not apply due to social media restrictions, but you’ll want to keep these tips in your back pocket. Even the bigger firms are starting to hop on the social media bandwagon, so you’ll be ahead of the game once they do.
Strategy 1: Pick one platform to start
This might even be necessary based on what your firm allows, but don’t overwhelm yourself by jumping onto all platforms at once. Use the one that speaks the most to the goals of your business, and get into a rhythm before tackling more.
LinkedIn is a great tool for business, but Twitter might be even more beneficial if you’re looking to capture people’s attention with quick stats, figures, and thoughts.
Strategy 2: Mention others in your social media posts
This generates the goodwill that social media is all about, by calling attention not just to yourself and your business, but to others as well. Not to mention that including a reference to advisor-focused publications like Investment News or Financial Planning (or this site, of course) in your post will automatically generate more exposure for you (on certain social networks) and increase your reach to potential business partners and clients.
See also: 24 social media acronyms you should know
Strategy 3: Post About Your Day
Some people employ a tactic in which they send out messages before or after meetings they’ve attended with partners (with permission of course, and this is obviously trickier with clients!). They gain a larger following by tweeting directly at the person they’ve met with and have the added benefit of being exposed to that person’s network in the process.
Include a little bit about the business you met with, and you have an advertisement for your business! This also serves as a mini business journal when you want to review your week or month.