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Tag: Clients

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.

Fostering Community: How to Use Social Media to Build Stronger Client Relationships

23 January 2023

Learn how to use social media to foster community among your clients as a financial planner. From creating consistent content to encouraging client engagement, these tips will help you build stronger relationships and establish yourself as a thought leader in the industry.

The dos and don’ts of social media for financial planners

14 January 2023

Learn the right way to use social media as a financial planner. Understand the importance of creating a strategy, building your brand, engaging with clients and promoting services in a professional and compliant manner.

The top social media platforms for financial planners to use

14 January 2023

Learn about the top social media platforms for financial planners to use, including LinkedIn, Facebook, Instagram and Twitter. Find out how you can use these platforms to promote your services, build relationships with potential clients and stay current with industry trends. Maximize your online presence and expand your reach with our expert advice.

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