The digital landscape is changing the way society communicates with one another. Social media and online platforms present an exciting opportunity for advisors to reach an audience outside their current client base. While advisors may be keen to start developing an online presence, they may not always know where to start. Before venturing into the online territory, there are a few things advisors should consider so that they can develop a solid and successful online campaign.
The first step is to know who your audience is. When looking at an advisor's current client base, they can start to put together a framework for who their ideal client is. How old the client is, their lifestyle, where they live, and their goals, all factor into the criteria for finding the perfect client. The next step would be to ensure that the advisor has a solid website for their business. When a prospective client lands on an advisor's webpage, it is important to make a good first impression. Design, content, and accessibility all play a part in having a great webpage that will resonate in the minds of the client.
Building a presence on social media is important, as a majority of people spend a lot of time online. For advisors, websites like LinkedIn, Twitter, and Facebook are excellent ways of reaching potential clients that would otherwise never come across the advisor's profile. Once an online profile is established, deciding what content to post is one of the most important pieces. The content needs to be relevant, timely, and interesting for the audience the advisor is trying to capture.
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