The Do's & Dont's

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• 85% of advisors are using social media for business
• 80% of social advisors have gained new clients
• $1.9 million median asset gain from social media

Fish Where the Fish Are

Where Are Your Fish?

• Know your audience
• Pick a platform
• Use Data to chose
• Understand the Demographics

Do!

Social Media Policy

• Understand compliance
• Draft Your Policy
• It does not have to be complicated
• It does need to be consistent
• Who is in charge?

Define Your Objective

Promote or Prospect?

What's Your Goal?

• Connect (clients and COI's)
• Increase web traffic
• Acquire new clients
• Event Promotion?

Do

Be Ready to be Seen

• Professional headshot
• High Quality
• Check your website
• Bio
• Contact info
• Call to actions
• Launch
• Launch what?

Listen First

Don't Rush In

Give First

Share Useful Content

Be Authentic

Don't Pitch

Remember the 80-20 Rule

and Finally

Don'ts

• No Click Bait
• No #fakenews
• Be a snob
• Overlook new platforms

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