Bold Blogs (6)

From Overwhelmed to Optimised: Social Media Tips for Financial Professionals

If you think your clients and customers aren’t on social media, think again. With over 3.05 billion active Facebook users globally and 19 million Australians alone on the platform, social media is a crucial channel for reaching your audience. 

Whether or not your clients are personally active, their influencers,employees, friends, and associatesare engaged online, providing a valuable link to your ideal clients.

Overcoming Overwhelm: Getting Social Media Right

For accountants and financial planners, social media can feel overwhelming, especially when juggling administrative tasks and client service. But with 60% of Australians active on Facebook and millions on YouTube, Instagram, LinkedIn, and Twitter, the opportunity to connect with potential clients is significant.

In this article, we explore the exact tips we share with our clients to help them transform their social media presence and attract their dream clients with ease.

Consistency and Relevance: Keys to Success

Success on social media hinges on consistency and relevance. Here’s the advice we offer our clients:

  1. Understand the Difference Between Personal and Business Social Media: Your business social media is NOT your personal social media. Facebook is particularly strict when it comes to individuals using their personal pages for business purposes.
  2. Stay Current and Post Regularly: Post regularly to keep your audience engaged. When you are starting out, stick to Facebook and LinkedIn until you get the hang of things.
  3. Interact with Your Community: Respond to comments, include links to helpful information and free downloads, and ask if you can help. Authenticity builds trust and strengthens client relationships.
  4. Leverage Visuals: Use eye-catching images, infographics, and videos to make your content more engaging and shareable. Ensure your visuals align with your established brand by integrating your colours, fonts, and overall style.

Practical Tips for Financial Advisors

Use the 80/20 Rule

Dedicate 80% of your posts to original content and relevant shared information, and 20% to non-business topics that resonate with your ideal clients. Don’t underestimate the power of this 20% – showcasing your personality and human side fosters trust and deepens connections with your audience. Examples of 20% can include: profiling a staff member, celebrating a work anniversary, sharing and cross promoting your clients businesses. 

Focus on Original Content

Bespoke original content will identify you as a thought leader, which is central to differentiating what you offer clients from your competitors. Naturally, original content will link directly back to your website, blog, and strategy papers, as well as other key resources that can build your brand awareness and credibility.

Share Relevant Content

Share content that supports what you offer clients. This will keep your social channel interesting, but be mindful that sharing links from others (thought leaders in their own right) will mean your prospective clients and followers will click from you to them.

Start Now

To coin a financial planning saying, ‘the best time to start was yesterday, but the next best time is now’. It doesn’t take long to build a reputable social media presence, and if you don’t have the time to do it yourself, talk to a service provider like us who can do it for you.

Take the Next Step to Improve Your Marketing

At Bold Marketing Co., we provide a Do-It-For-Me (DIFM) Social Media Service alongside our DIFM marketing communication program, which focuses on creating original thought-leading content for enhancing brand awareness and credibility. We establish and regularly review your social media channels, attend to your administration, and post commitments in accordance with professional standards.

Book a Discovery Call

Let’s find the right solutions. Book a free  30-minute strategy call and discover how we can drive your business forward. 

For any questions or to book your discovery call, please contact us at marketing@boldcorp.com.au.

Take Our Free Marketing Check-Up

Are you sure your marketing is driving growth? Find out now with our free assessment! Receive a customised report, expert recommendations, and a strategic roadmap tailored to your goals. 

Take our free marketing check-up now! 

Tags: No tags

Comments are closed.