Investment Executive | Four keys to social media success
Having a formalized structure to organize your social media connections is important to success, says Sara Gilbert, founder of Strategist in Montreal. But so, too, is having a detailed “content map” for the kinds of information you share.
A content map helps focus your posts on ways that you can help clients rather than just trying to pitch them new products.
“Too often, advisors don’t offer the perspective and insight that clients want,” Gilbert says. “That’s the difference between using social media as a business-development tool and just another widget to communicate with clients.”
Gilbert offers some insights on how you can map out content that will capture your clients’ interest: