Financial Advisors, For God’s Sake, Get on Social Media! - Circle Social Inc

Financial Advisors, For God’s Sake, Get on Social Media!

I had 4 conversations this past week with financial advisors. None of them were online or they use these worthless auto-posting services. When I ask why, the answer is usually one or both of 1) the SEC severely restricts what we can talk about and 2) it doesn’t work to find customers.

Really? No, I mean really? Because I can tell you that it does.

Is the SEC Really an Issue?

Let’s start with the SEC issue. When I ask how them how they traditionally find clients, they say, “relationships and referrals”. So, when you’re making these relationships while at networking events or what-have-you, the same SEC rules don’t apply?

All social media is is online networking. You build relationships by talking with people, getting to know them, and understanding how you can help. It’s no different than any face-to-face meeting or phone call.

The exact same care you take in “real world” conversations apply to talking online. The only difference is that you can potentially reach thousands of people online and you can only reach a handful through small networking events.

How the Amazing Winnie Sun Uses Social to Get Multiple Clients Per Month

So, what about number 2?

My answer to this is one person – Winnie Sun, a Forbes contributor and named one of the “Women to Watch” by Investment News, among tons of other articles and accolades.

Winnie is everywhere online. On top of being a Forbes contributor, she has a Twitter following of over 100K, a profile that she personally manages. She also runs a very successful YouTube channel.

In fact, I met Winnie through one of the many Twitter Chats we regularly participate in where she is gracious enough not to make fun of my attempts to tweet in Mandarin :).

Winnie regularly gets multiple clients each month as a result of her social media efforts that filter into her regular speaking opportunities and other aspects of her marketing strategy.

That’s right. I said several clients per month. How many of you financial advisors out there would like several new clients to sign on each month? What would that do for your business?

A single Twitter Chat can have up to 2,000 participants. What would you give to get in front of that many people? And the only cost is time.

Build Your Lead Funnel and Get Out There

Now, of course, just joining Twitter Chats won’t get you clients. It needs to be one aspect of your online lead funnel and overall marketing strategy. But, the point is that the potential is huge.

Winnie does it. So my question is, why don’t you? She knows the rules. She stays within them. And she succeeds because no one else is doing it.

What are you waiting for? Get out there!

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About the Author

Nick Jaworski is the Chief Growth Officer of Circle Social Inc. Seeing a real need for innovative, ethical recovery center marketing and growth, he launched Circle Social to help the best addiction treatment centers connect with people who needed their help the most. He is also the proud father of the most beautiful girl in the world. You can most often find him sharing thoughts on digital marketing and cracking jokes on Twitter or Snapchat as @NBJaworski.