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Category: Strategy

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.

Planting the Seeds of Success: Building a Social Media Presence for Financial Planning

22 January 2023

Learn how building a social media presence for your financial planning business is similar to farming. My Social Media Toolkit provides ready-to-use, fully editable social media posts and a Social Media Management service to help you get started and guide you through the process.

Don’t Miss the Boat: Why It’s Never Too Late for Financial Planners to Build a Strong Social Media Presence

20 January 2023

The Chinese Proverb, ‘The best time to plant a tree was 20 years ago. The second best time is now’ applies to financial planners and their use of social media. Learn why starting now to build a strong presence is crucial and how our “Social Media Toolkits for Financial Planners” can help. Don’t let the opportunity pass, start building your presence on social media now.

How to effectively use social media to build trust with clients

14 January 2023

Learn how to effectively use social media to build trust with clients by implementing key strategies such as authenticity and transparency, engagement, and leveraging user-generated content. Increase brand loyalty and sales by creating and strengthening relationships with clients through social media marketing strategies.

The Benefits Of Using Pre-made Social Media Post Sets For Financial Planning

14 January 2023

The Benefits of Using Pre-Made Social Media Post Sets for Financial Planning.

Creating a Winning Social Media Strategy for Financial Planning with My Social Media Toolkit: A Comprehensive Guide

14 January 2023

Learn about the steps to build a strong social media presence for your financial planning business and the time it takes to see results. My Social Media Toolkit provides pre-made, ready to download, editable social media post sets to help you grow your following and analytics tools to measure your performance, all while keeping in mind compliance regulations.

How to Create a Winning Social Media Strategy for Financial Planning

14 January 2023

Learn how to use social media to build your brand, attract new clients and establish yourself as an expert in the financial planning industry. Follow these tips to create a winning social media strategy.

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