Top tips for an adviser looking to start using social media?

First off have a plan, have an idea of what it is you want to achieve and who you want to connect with.

Make sure your plans include social media integration with your website.  A large part of any social media strategy is to drive more traffic to your website.  Make sure your website is set up properly.  By this I mean having a reason for visitors to give you their contact details, including social share buttons across your blog, social icons linking to your social media profiles etc.

Get some training, it makes sense to keep the learning curve as steep as possible so avoid the unnecessary mistakes so many people make, and get straight to the activity that brings results..  Financial Social Media has an online university designed to share best practices for advisers Inside the university you can watch videos, download pdfs and join our interactive webinars.

I’d recommend that creating profiles across the social networks twitter, linkedIn and facebook and youtube initially and look to connect with people they already know.  Then start to listen and respond to conversations first.  This will give you the opportunity to get a feel for the networks and the type of connections, content and conversations that you want to be part of.

Join industry sites too like the Adviser Lounge, IFA life and Panacea Adviser.

Create your social media policy and your marketing plan, and incorporate your existing marketing efforts into your social media plan, including your email marketing.

As you get more comfortable with interacting across the networks then you can start to initiate conversations and start producing content that attracts new visitors to your website.

Measure your results regularly and compare these against your plan so that you can continually adjust and tweek your strategies and use social media management tools.

Depending on who your target audience is there will be speific social media platforms and forums used by these communities.  Search these out and join in the conversation there.

I’d also recommend that they seek advice from a professional, just like you recommend your clients to do so with their finances.  You don’t know what you don’t know, so I’d recommend getting some guidance.

What are the best ways you’ve found to build trust and engagement?  Leave your comments below.

You can take a peek at what Citigroup are doing with their social media on twitter.


Leave a Reply