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Elevating Your Social Media IQ and Tactics

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.

The summer is in full swing, and we have 3 sizzling pieces this week centered around your social media efforts. First up, is a piece that will help you assess your social media strategies and examine how to conduct an audit. Next, is a guide specifically created for financial advisors on how to best use Facebook for your advisory practice. Last, but not least, is a fantastic piece to help you assess your LinkedIn profile.

Do you fly by the seat of your pants when it comes to your social media or do you have a well thought out strategy? Regardless of where you are in your efforts, this piece will help you audit your social media, review your metrics to assess growth, and shed light on opportunities where you can improve your presence.

Since Facebook continues to be one of the biggest social media platforms, it is ideal for financial advisors to communicate with their target market. This guide was created exclusively for advisors to help them customize their page, engage with clients and market their services.
Ever wonder how your LinkedIn profile ranks? This piece provides a tool to help you review your profile, see how you measure vs your peers, and where you can make some improvements.