We're getting some great feedback from IFAs on this recent article - largely because it highlights the realistic outcomes that a financial advice firm can expect to see when they have a Social Media plan.
The problem is, when we ask IFAs what their Social Media plan is, they almost always tell us that they haven't got one - adding that they wouldn't really know where to start anyway. But time and time again, we see that the financial advice firms who see real benefits from Social Media have a plan.
So how do you build a Social Media plan?
After training many hundreds of IFAs on strategic use of Social Media, we've taken another step forward by creating a Social Media Strategy Template - an interactive PDF which you can download, work through and discover specific ways that you can use Social Media in your financial advice business - and which will help support your business goals.
It includes a wealth of tips and ideas and shows how best to use Social Media in your business to support your client proposition.
You should download your copy here.
The truth about Social Media for financial advisers is that it is a tool to support your business processes – to do some things more efficiently, some things much faster, to complement other activities and to do some things with greater efficiency and adeptness. In short, it helps you to do many of the things you do in your business – better.