Social media is often perceived as a frivolous activity, something that young people and less traditional businesses do. It’s full of trending feeds and highlight reels. In many cases, the reels highlight a perfect life, leaving viewers feeling lacking. However, it can also inspire them to challenge themselves and do more.

The truth is that social media use is massive and growing. You can create professional content which brings real value to your audience. It’s a fantastic way to meet potential clients and build awareness of your service and your brand. It can also be an extremely cost-effective approach.

It’s time you discovered why you should be using social media and how you can build a successful social media presence. Done properly, you can create your perfect client list.

Why financial advisers should be using social media

The bottom line is simple, building your social media presence is likely to improve your bottom line! You don’t need to create the next viral video or even post videos at all.

There are several significant benefits to using social media:

• The number of potential clients you can reach
• It boosts awareness of your brand
• You can build a reputation for providing solid, dependable and actionable advice
• The right social media campaign will make you seem more human, making it easier for potential clients to approach you
• Social media interactions can deepen ties with existing clients
• Asking your followers questions can help you offer a service that is most valuable to them

The key is to find the vibe you’re comfortable with and that appeals to your target audience. Social media (should be) about being genuine and true to yourself and that is what people are looking for when it comes to engaging with businesses in this way. There is no point trying to create fun TikTok videos if that doesn’t suit who you are as a business – you won’t feel comfortable and you won’t attract the right type of clients. You might even put off the clients you are looking for!

Handling compliance

One issue that concerns many of our financial advice clients is compliance. It can be daunting to ensure every post you make complies with the latest regulations, however, in our experience, it’s not too dissimilar to creating content for your website and having it compliance checked. The key is knowing the general rules and being organised so you have plenty of time to have your posts approved ahead of time. This is time consuming, as is social media in general, and most advisers find it most advantageous to outsource this work so they can focus on the day to day running of their business. 

Our dedicated team offers a full social media package. We’ll work with you to create your perfect campaign and ensure it's fully compliant.

Building your social media campaign

Whether you’re starting from scratch or building on an existing online presence, you should make social media a priority. It’s an effective way to meet new clients and build your brand awareness.

As with most forms of digital marketing, it’s best to start simple and see how things go before you jump in with both feet. Once you get started, it’s important to keep things going so you will want to start small and build up in manageable steps to ensure you can keep up longer term. 

It does take time to plan and instigate a compliant and effective social media campaign. If you’re not feeling up to the task, talk to the WEBPRO Adviser team. They have the experience and skills to handle all of your social media needs.

Recap: Social media should be an essential part of your marketing strategy. Even if you generate new business from more traditional means, clients are likely to check your social media to find out if you’re reputable, credible and worth working with. Naturally, as a financial adviser, you need to ensure all content is compliant and reflects your professional standards. That takes forward planning or a partner who knows what they are doing.

WEBPRO Knows

The latest figures show 4.95 billion people are on social media. That’s 4.95 billion potential clients you can’t risk ignoring.