Category: Lead Generation

Lead Magnets 101: How Financial Planners Can Use Social Media to Attract and Convert New Clients

27 January 2023

Learn how financial planners can use lead magnets to maximize their social media presence and attract new clients. Discover best practices and examples of effective lead magnets for financial planning.

Generate Leads on Social Media: A Financial Planners Guide

25 January 2023

Discover the proven strategies for financial planners to generate leads and grow their business on social media. Learn how to create a comprehensive social media strategy, utilize lead magnets, leverage video content, and use My Social Media Toolkit to get a head start. Start generating leads today!

Maximizing ROI: How to Measure the Success of Your Social Media Efforts for Financial Planners

14 January 2023

Introduction: Social media has become an essential component of any business’s marketing strategy, including financial planning firms. However, with so many platforms and metrics to choose from, it can be challenging to determine which actions are driving real results and which are not. In this article, we’ll explore how to measure the return on investment (ROI) of your social media efforts and make data-driven decisions to improve your strategy. It is important to note that measuring ROI on social media can be difficult, but by understanding the metrics and tools available, financial planners can make informed decisions to maximize their…

4 Tips to Help Your Business Generate More Clients Via Social Media

14 January 2023

With smartphones glued to hands and eyes focused on screens constantly, there’s no denying that social media has become a large part of the world. More and more, businesses are relying on social media to market their brand and catch the attention of new consumers. It can be a powerful tool, but it needs to be utilized correctly. Here are a few ways you can generate more clients through social media. 1.   Comment and Connect Interacting with your followers and other posts can help you gain new clients. You should regularly make your posts and interact with others regularly. This…


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