The Best Way To Manage Your Social Media In Lead Pilot

Social media is undeniably a must for financial advisors. From raising brand awareness to acquiring new clients, social media can do wonders for you and your advisor business. You might think that managing social media is a time-consuming task and doesn’t lead to results, but rest assured, it is not as daunting as you think, and it most definitely leads to positive results. Below we will outline how you can best manage your social media in Lead Pilot to get the most bang for your buck!

Step 1: Build A Treasure Trove Of Content

Before you can even start creating your content, you need to figure out a general theme you want your brand to follow when sharing content on your social media channels. For example, do you want to share more content around saving for college, paying down student debt, retiring comfortably, etc? Once your general theme is locked in, then you can start brainstorming more specific content ideas.

Once you’ve got your ideas down on paper,  you can search the Lead Pilot content library for some broad keyword terms as you can see below. In this example, we searched up “retirement,” and you can see some of the editorial articles that contain this keyword.

Lead pilot offers a vast content library filled with infographics, editorial articles, and videos where you can not only find content focusing on retirement, but also on a range of other things such as behavioral finance, family, education, etc. Yo can also filter content by personas like millennials, business owners, etc. Below, you can see all the content categories that Lead Pilot currently offers.

Once you find the content you want, you can either use it as is, or customize it any way you want. Lead Pilot offers complete customization abilities so that you can edit pieces to fit your brand. Once that’s done, it’s finally time to post. Luckily, Lead Pilot makes it super easy to share content across your channels. The only thing you need to do is click on the “share” button which you can see below.


Step 2: Write The Perfect Teaser Text

To get the most out of your social posts, it’s important that you have the perfect teaser text (the text that appears above the link on your social posts). Lead Pilot will offer a sample teaser text as you can see below, but you can customize this text any way you want. When people scroll through their social media, you need something to catch their eye, and a great teaser text is one way to do that. Make sure your text is compelling – a great way to judge is to ask yourself if you would be compelled to click on the post if you were the audience.

Some things that make a great teaser text:

  • Emojis
  • Asking Questions
  • Including Statistics
  • Using Active Voice

If you need help perfecting your teaser text, check out How to Write Social Media Posts That Get The Most Clicks

Step 3: Customize Your Imagery

You’ve probably heard this many times by now, but human brains process imagery 60,000 times faster than text. Therefore, using effective images on your social posts is key. Lead Pilot automatically adds a photo to each of your social posts, but just like the teaser text, the social images can also be customized by you! Consider switching these up as you see fit to get more clicks and increased engagement.

We recommend using graphs and statistics as images rather than stock images, as those tend to perform better and get more clicks on social media. Stock images don’t add anything meaningful to what you’re trying to share; rather, they make your post seem more vague. In order to stand out, you need to create unique graphics so that when people scroll down their feed, you can catch their eye. In fact, 40.2% of marketers said original graphics engaged audiences best – topping videos, stock photos, charts and memes/gifs. A great tool for creating original graphics is Canva. With hundreds of designs and templates, you can create anything you want.

original graphics and videos perform better than stock photos

Step 4: Schedule Ahead Of Time

Once you’ve got your content on deck you want to be sure you share that content in a timely manner. Lead Pilot’s social media scheduler will automatically publish your social posts to the channels you’ve selected exactly when you want to. You can set a specific time and day so that you don’t need to worry about posting on social media in real time!

When it comes to scheduling, it’s really important that you post at optimal times to get the most engagement. Here is the recommended days/time to share content on social media:

Best Times to Post on Facebook

According to CoSchedule’s latest research, they found that the best time to post on Facebook is between 1-4PM EST late into the week and on the weekends. To increase shares and clickthrough rates they recommend posting at the following:

  • Saturday & Sunday: 12-1 p.m. EST

  • Thursday & Friday: 1-4 p.m. EST

  • Wednesday: 3 p.m. EST

Best Times to Post on Twitter

CoSchedule also recommends tweeting between 12-3 p.m. EST Monday through Friday for optimal performance. Additionally, they suggest the following:

  • Wednesday: Noon and 5-6 p.m. EST

  • Monday-Friday: 12-3 p.m. & 5 p.m. EST

Best Times to Post on LinkedIn

Interestingly enough, CoSchedule also found that while LinkedIn is made up of a more professional audience the best times to post to this network are still before and after work. The recommend the following posting days and times for LinkedIn:

  • Tuesday: 10-11 a.m. EST

  • Tuesday-Thursday: 7:30-8:30 a.m., noon, and 5-6 p.m. EST


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About The Author

Namisha Goel

Namisha is a Content Creator at Twenty Over Ten, passionate about fostering community growth. A Bollywood enthusiast, she loves to travel and hopes to experience all seven wonders of the world.