It may be Friday the 13th, but there’s nothing scary about this week’s Feature Friday. To kick off your weekend, we’ve rounded up some of our favorite articles on everything from advisors embracing social media during the pandemic, female advisers, how to best post on LinkedIn and so much more. Settle in and see for yourself why we thought these articles were so great.
The COVID-19 pandemic has turned the world upside down and advisors were not spared. They had to figure out ways to shift their networking and marketing during these difficult times, and social media has been one of those changes. Because of social media, advisors have been able to continue prospecting for new clients, and according to Kantar, social media engagement increased by 61% during the pandemic.
Additionally, Putnam Investments found that after surveying 252 advisors, that during the first months of the pandemic, 74% of them were able to obtain a lead or new client and 55% of advisors who received a new lead from social media were able to do so from boosting their social media usage. To find out more about this tactic, check out the entire article.
Properly using lead-generation services is a great way to gain qualified prospects if the correct process is in place. When getting qualified leads, you can capture, follow-up and nurture these leads in order to eventually turn them into clients.
So, if you are going to pay for a lead-generation service, here are some best practices to follow.
- Make sure you have a strong website
- Ensure that your follow-up is timely and personal
- Nurture your prospects after the first contact
- Make it easy to schedule a meeting with them
- Ensure that your details are all up-to-date
For more about the services that you can purchase and details on how to best utilize each of the practices above, check out the full article on Advisor Perspectives.
Thanks to upcoming trends and technology, female advisers are poised to have a competitive advantage. The wealth management industry is heading toward a transfer of generational wealth, and female advisers that leverage these touchpoints are able to own this new wave of assets that are coming in.
Twenty Over Ten, CMO Samantha Russell had the opportunity to chat with InvestmentNews in regards to marketing and discussed how it’s so important to leverage technology during interactions even before they become a client.
The full article offers more useful insight into how women investors are poised to thrive in the next wave of assets.
LinkedIn is a great platform for connecting with other like-minded individuals and also for connecting with others if you are looking to gain more clients. If you are trying to connect with others but just don’t seem to be getting the type of engagement that you want, how can you fix this? Hear from 53 social media pros that give all the best insight to give your LinkedIn strategy the boost that it needs.
For financial advisors, social media is a great way to connect with clients, however, there are ways that you can be professional and mishaps that you should avoid. If you are looking to gain a strong audience, then this podcast is a must-listen.
Some things that they are going to discuss on this podcast are:
- If it is ever acceptable for advisors to use auto-replies and bots
- Simple ways to check the tone of your social media posts before you publishing them
- How to pick a fight on social media and example-topics for advisors
- How to make the most of the social media algorithms
- And more!
This podcast is one that you don’t want to miss, so check it out here!
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About the author
Blair is a digital marketing assistant at Twenty Over Ten and has a passion for uncovering what drives online traffic and the highest engagement. She follows more animals on Instagram than humans and her greatest achievement is her daughter, Grey.