LPL Tools for Success: Social Media Workbook

By now, we’re all conscious of the highly effective function social media can play in rising your monetary advisor follow and staying related with purchasers and influencers. Many LPL advisors are actively utilizing LinkedIn, Facebook, and Twitter to interact their viewers, and a few are simply getting began.

No matter the place you might be in your social media journey, the LPL Marketing Consulting staff has a software that will help you lay a strong basis for success or fine-tune your current profile and content material technique for your monetary enterprise.

Social Media Workbook

LPL’s Social Media Workbook walks you step-by-step by way of the method of making a killer LinkedIn profile, including connections to your community, growing a content material technique, and incorporating video into the combo. Let’s check out a number of the key learnings you will uncover whenever you leverage this software.

LinkedIn Profile

LinkedIn is an expert web site by nature and means that you can join with precious people like enterprise homeowners, executives, and facilities of affect. So, it is no shock that almost all monetary advisors begin their social media exercise on LinkedIn. What you won’t know is having only a fundamental profile is not all the time sufficient to face out from the gang. Just a few ideas:

Write a robust headline to distinguish your self from others with related job titles

Use the Summary part to inform your story in a method that connects along with your splendid purchasers

Include related work expertise and areas of experience

Consider the key phrases your prospects may be looking for and embody them in your profile

Capture their consideration with an attractive background photograph and present headshot

In the workbook: Actionable ideas and examples that will help you improve all of those areas and construct your private model

Prospecting on LinkedIn

With almost 800 million members worldwide, LinkedIn offers a database of execs you possibly can analysis and join with to be able to elevate consciousness of you and your model. Search by location, present or previous employer, business, profile language, colleges, and extra. You may even slim your search outcomes to “2nd connections,” to establish individuals your present community can introduce you to. Best of all, this function is included with the free model of LinkedIn-no improve wanted!

In the workbook: Step-by-step directions for performing a search and pattern scripts to make use of when inviting a brand new prospect to attach

Content Marketing and Video

Once you have grown your viewers, share common content material to teach them in your areas of experience and keep top-of-mind to encourage referrals and nurture prospects by way of the gross sales funnel. Content needs to be related and significant to your goal market, and having a plan for execution ensures consistency.

In the workbook: Tips for brainstorming content material matters, well timed concepts for inspiration, finest practices for video advertising. and pattern video scripts

Get the Social Media Workbook

LPL advisors can obtain the workbook from the ClientWorks Resource Center (search “social media workbook”), or order a tough copy from Marketing On Demand.

Questions and Consultations

If you have got questions or wish to schedule a one-on-one session, or if you would like to subscribe and obtain e-mail alerts when new articles grow to be out there, contact LPL Marketing Consulting at (800) 877-7210, Option 9, Option 5, Option 1, or e-mail Marketing Consulting.

Consult your compliance division for details about the principles and use of social media and the evaluation of all advisor advertising supplies.

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About the Author: Amanda