Social Media for Financial Advisors

Build Online Connections Using Social Media

Internet visibility requires a social media presence.

A recent investor study showed nearly 40% of those surveyed used social media as a source for investment information.

Start the Conversation

Building and maintaining a successful social media campaign takes strategy, time, and specialized expertise.  That’s where Paladin can help. Our team will develop and execute a social media business plan that leverages your firm’s brand. You become a subject matter expert for keywords that are used by your ideal types of clients when they search for financial advisors on the Internet. Our services also build firm’s credibility and drive more traffic to your website.  All Paladin services are in compliance with FINRA Regulatory Notice 17-18 guidelines.

social media for financial advisors-Paladin Digital Marketing
social media marketing for financial advisors

Social Media Marketing Plans

Our process starts with the development of a social media marketing plan that outlines goals, strategies, and key metrics that measure the success of the plan. Paladin’s social media team provides the following services:

  • Identify the key personas who are your ideal types of clients
  • Identify the key types of influencers you want to connect with
  • Identify the optimal keywords and custom hashtags that leverage your brand
  • Promote the proprietary content on your blog
  • Develop a list of curated, relevant content from third parties
  • Promote various free offers that your firm provides, such as eBooks, webinars, seminars, workshops, etc.
  • Promote your video content

Social media can help you get the online exposure you need to reach your target audiences. See how Paladin can help your RIA with a social media strategy.

It's time to get social

Ready to take expand your firm's social media presence?
How can we help?

How can we help?