Your IndustryMar 15 2013

Take 5: How to use social media

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From blogs to Twitter to Facebook, social networking is a major topic for advisers at the moment. So how do you get on board if you have yet to start?

1. How do I start? Most advisers choose Twitter as their primary social network. Using just 140 character messages, it is a clear and concise way of getting a message across to your clients. You can also set up company profiles on Facebook, encouraging clients to ‘like’ a page and keeping them updated on your latest news. It is more than likely some of your clients will be some of the 1bn people registered on the site already.

2. Add value. Are you giving your clients something on a social media website that they can’t get elsewhere? Give your clients a reason to be following on your profiles or pages.

3. Keep up to date. With social media, it is all too easy to fall behind and be on yesterday’s networking site. New websites are being created every day, so keep in touch with the latest websites you think would be relevant. For instance, you can upload 36-second videos to Keek to keep clients informed. You want your clients coming back for more.

4. Do something different. Don’t be afraid to try something new. Pete Matthew of Jacksons Wealth Management set up the popular Meaningful Money, a series of videos on subjects from writing a will to getting out of debt.

5. Expand your network. Be it client or professional, social media can do wonders for expanding your networks. It can also be used for client recommendations or speaking with your peers about upcoming events or products.

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