Gain Introductions, Deliver Value and Build More Relationships


Dec 2 • Social Media • 4304 Views • No Comments

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The rapid growth of social media has millions of people, including your clients and prospects, powerfully connected. They are sharing thoughts and opinions, asking questions, getting all of their answers on web and mobile devices. The question is – are you there to provide the answers they seek?

For many financial professionals, the digital footprint is rapidly expanding; your website is the new front lobby of your office. It is the central location for you to demonstrate your thoughts and insights. Social media is a great platform to share those thoughts and insights with others. The social environment creates opportunity for you to gain new introductions, bring value to new people and grow relationships. These relationships turn into business opportunities.

But how does one get started?

  • Start by understanding rules and regulations as they pertain to digital marketing. A simple conversation with your compliance representative will allow you to know which website providers are recommended and which social media channels your firm allows.
  • Next, if your practice does not already have one, choose an approved provider to establish your website. By working with an approved provider, specific to financial services, the task of creating your website will be much more efficient and compliance review won’t be a burden.
  • Once you have a website created that you can get excited about, begin providing good content to clients and prospects. Write or find an article, create a video or newsletter that speaks to a financial topic of importance. Once compliance approves, place this content on your website.

Now, we need to share your expertise with clients and prospects. Social media has provided financial professionals an incredible forum to share their knowledge. Millions of people are actively using social media networks such as LinkedIn, Facebook and Twitter to connect and communicate with their family, friends, and acquaintances. And when they need a financial advisor, where do you think they’ll turn?

Setting up a business presence on Facebook, LinkedIn and Twitter is simple. Once you’ve established your professional presence, you can use these forums to share your articles, videos or newsletter with the people you know. Over time and with a little effort, your connections will grow and you’ll be providing valuable information to a larger community who sees you as their expert.

As you provide this much needed value, your community status as a trusted professional will grow. Confidence in you will grow. And when a member of your community needs someone to handle their financial interests, they already know they will call YOU.

Introductions lead to trusted relationships and relationships lead to business opportunities.
Get introduced!

Charlie Van Derven

Charlie Van Derven is a Managing Partner at Social Advisors. He advises businesses, organizations, and individuals on how to use social media networks to gain introductions, build relationships, deliver value, and create business opportunities. A 12 year veteran of the financial services industry, he provides digital marketing solutions; from developing advisor website strategy for large wirehouse clients to personalized social media coaching. Charlie is dedicated to helping financial advisors successfully leverage social network potential.

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The above article is for educational purposes only. Investment professionals should consult their compliance departments before accessing or implementing any of the marketing ideas, practices or advice found in the DigitalFA. Your use of the DigitalFA website tells us you have read and agreed to our Terms of Service.

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