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The Financial Advisor's Guide to Social Media
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"The Financial Advisor's Guide to Social Media"

This guide will help financial advisors launch their social media profiles and start marketing in a few simple steps.

It’s no longer a question of should you be on social media. It’s now all about the how. More than 81% of financial advisors use social media for business purposes. 79% have acquired new clients directly through social media, with an average gain of $4.6 million AUM annually through their social media marketing campaigns.

How do your efforts stack up against the rest? If you’ve ever hesitated to get started with social media, don’t worry, you’re not alone. This invaluable guide will help you get started and even includes some tips to maximize your existing social media efforts.

  • What platforms you should consider
  • How to set up your Facebook, Linkedin and Twitter profiles
  • How to engage with clients and find new prospects
  • What types of content you should be posting
  • How to analyze your progress


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