Financial Planners must be very careful about what they
post and share online.
It has been my privilege to work with many different
individuals in the financial planning profession. I enjoy helping them because
it is a lot more challenging type of business to work with.
Financial Planners need to be careful about what they
say, how they say it and where they say it.
Many of the big companies use platforms that have been
specifically developed for the financial planning industry, to make it easier
for the individuals working in this field.
However, these platforms leave a huge gap when it comes to LinkedIn.
When I am working with any clients in the financial
industry, I like to get a copy of that company's "Social Media Best
Practices". They all have one someplace. Funny thing is, they are all
different.
Usually your basic personal information that comes from
your resume is fine to use. Where the challenges come are with the headline and
summary. This is where these individuals need to consult closely with their
superiors.
The headline needs to speak more about how they can help
people, and not list all their credentials.
The summary needs to speak about who they are as a person
and what inspired them to become a financial planner. This way they can be a
tiny bit transparent with their networks and still remain within the guidelines
of their head office.
The big key to building that know, like and trust on
LinkedIn and on any social media platform, for that matter, is through
blogging. Blogs can tell stories about experiences without names mentioned.
These stories help to build that trust needed for people to want to do business
with you. Blogs pique curiousity.
Let's face it, this industry is extremely personal, so
you must build the relationship online, but real business gets done in a
face-to-face meeting offline.
Ask us how.
Christine Till
The Marketing Mentress
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