Book description
Expert advice for financial advisors looking to make the most of
social media platforms
Social media is everywhere. 3. 5 billion pieces of content are shared
on Facebook each week, 22 million professionals are networking on
LinkedIn, and 140 million tweets are posted every day. The
opportunities these platforms present for financial advisors are huge,
but most advisors have no idea how to use them to build bigger,
stronger client bases. The Social Media Handbook for Financial
Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and
Grow Your Business shows how to make the most of these new
tools, offering invaluable advice about how to connect with potential
clients in the twenty first century.
For most advisors, converting prospects into clients is their top
priority, and social media presents incredible opportunities for
sealing the deal. Sales don't happen because clients are impressed by
complicated charts, they happen because they're impressed by your
social media presence, and by properly understanding how to make these
new platforms work for you, you'll be positioned to see your business boom.
- Designed to teach financial advisors how to use social media to
better market their services to attract new clients and referrals
- Presents expert communication advice from top financial advisor
coach Matthew Halloran
- Categorizes communicators in a unique new way
- Teaches financial advisors how to use social media in new,
highly effective ways that they've never even considered
An essential resource for wealth managers and financial advisors
looking to amplify their marketing message and raise their visibility
in a crowded marketplace, The Social Media Handbook for Financial
Advisors is the only book you need to make yourself heard.
Matthew Halloran first became interested in social media when
Myspace was the place to be. With over 80,000 Twitter followers with a
99 percent effectiveness rating, 1,000 LinkedIn connections, and 700
Facebook fans, he knows how to gain followers to help build business.
Having coached and consulted hundreds and spoken to thousands of
financial advisors, Halloran knows how financial advising practices
work, and believes that social media is the new marketing frontier for
transforming the prospecting aspect of any financial services
practice. He is the Director of National Development for GIVE
Strategy, a mission-driven company that focuses on helping connect
financial advisors, CPAs, estate planning attorneys, clients, and
planned giving directors to redirect billion to charity, and the
founder and President of Top Advisor Coaching.
CRYSTAL THIES first learned of LinkedIn while deciding to
return to financial planning, an industry she left for almost a decade
to focus on charitable giving in the nonprofit sector. Thies saw
LinkedIn and social media as the way to quickly reignite her financial
planning practice while combining her two key knowledge bases of
financial planning and charitable giving. The call of social media won
out, and Thies started Crystal Clear Buzz, LLC. For more than three
years, she has helped small and large businesses, sales teams, and
sales professionals use social media for sales and business
development. Because of her experience and expertise as a licensed
financial planner, Thies's clients include many RIAs and financial
advisors, in addition to major broker-dealers, wirehouses, and banks.
Thies is known as the "LinkedIn Ninja"Â-a title given to her
by her clients and followers.
