Social media marketing produces results you can measure

Social Media for Financial Advisors

Social media should be an important part of your digital marketing strategy. 

It takes specialized knowledge and skills to build a substantial social media presence for RIAs who want to make the Internet an important source of new clients.  

Our social media services for financial advisors will help your firm build a sustainable social media strategy that will:

  • Increase your RIAs’ brand recognition through:
    • Organic social growth
    • Paid social traffic
  • Establish you/your firm as subject matter experts on specifics topics that are important to investors
  • Connect with social influencers who can help you reach more potential clients

Brand Awareness (Followers)

We help you add relevant followers on social media that in turn will help you increase word of mouth and referrals.

Build Relationships (Engagement):

Investors are more likely to select you as their advisor when you build strong connections by engaging with your ideal types of clients. We help you increase engagement (likes, comments, etc.) on your social media posts. The more engagements you have, the stronger your connection is with your audience.

Increasing Website Exposure (Traffic):

Increasing your website traffic will directly influence leads and conversions. We focus on developing social media advertising campaigns that drive high volumes of traffic to your website. Our use of retargeting ads to stay in front of recent website visitors will increase your conversions.

Social Media Advertising Services

Social media advertising can be a very cost-effective form of advertising. On average, you can spend $5 and reach 1,000 people.  Advertising through social media is powerful because you can target your ideal types of clients. We help you reach the right people based on:

  • Demographics: Run laser-targeted advertisements to reach people based on their interests and online behaviors. We can target specific ages, locations, income levels, and more
  • Email Lists: We can run custom ads to your email database.
  • Website Visitors: We add retargeting pixels to your website and advertise to recent website visitors. Only 1-2% of visitors convert on their first visit. We use retargeting to increase your conversion rates.

Our Process

  1. We assign a dedicated social media manager to develop your strategy and execute it. This person will learn your business and be your primary contact.
  2. Our next step is to perform market research and develop a tailored strategy for your firm. We will do a competitive analysis, identify your ideal client’s personas, and develop an effective content strategy.
  3. Next is execution of the agreed upon strategy. We develop the social media content and advertisements unique to your firm. You and your compliance department (if applicable) will have an opportunity to review and approve all content before it goes live.

Our social media marketing services includes daily management and growth optimization. We monitor all social media activity (comments, messages, and reviews), and respond within 24 hours. In addition, we will use organic tactics (hashtags, following, contests, etc.) to grow your channels.

Your social media manager will prepare monthly reports for you to review. You will also have 24/7 access to our reporting software to view your campaign’s progress at any time. In terms of meetings, we can schedule weekly or monthly meetings to review your progress.

Want to know more about ways social media can accelerate the growth of your business?

We will improve your marketing results.
How can we help?

How can we help?