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Content that reflects youWhen crafting content, think about your audience. Who are you trying to reach and what message are you trying to share? What are your goals in using social media? Brand awareness or engagement? Finding new clients or recruiting advisors? Your answer may very well be “all of the above,” but with seemingly endless options available to you, homing in on your objectives will help you to create content that best supports your long-term business goals.

REAL ADVISORS SHARE EXAMPLES OF SOCIAL MEDIA SUCCESS

1. SHARE INDUSTRY AND WORK EVENTSDo you and your team members attend conferences and seminars? Or host infor-mal events among colleagues? Give your audience a look into how you ensure clients receive quality financial service.

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Keep in mind:Posts with photos or images receive greater engagement.

Dan Snow used a photo from a continuing education conference to remind his audience that as a financial advisor, he’s always learning how to better serve clients’ needs.

Dogwood Wealth Advisors gave followers a glimpse of their firm’s values and culture with this photo from a team building event.

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2. PROMOTE EVENTS YOU ARE HOSTINGDo you host educational, social or charitable events? Social media is a great way to promote those. Prosperwell Financial shared timely information

about a charitable luncheon they were hosting.Randy Carver utilized the events feature on Facebook to promote his firm’s philanthropic event.

3. SHOW SUPPORT FOR COMMUNITY EVENTS

Sacha Millstone shared her passion for financial literacy, as well as support for a local high school, by posting a photo and tweet about this “Funding the Future” event.

Dijak Wealth Management Group promoted Red Nose Day while simultaneously displaying their team’s playful side.

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4. SHARE HOLIDAYS AND CELEBRATIONSThose occasions you enjoy sharing as a team – like holidays, birthdays and anniversaries – are also perfect moments to capture and share with your social media audience.

Advisor Matt Grabbe generated high engagement with a fun holiday note and team photo.

Wish your followers well with a simple post like Dogwood Wealth Advisors.

5. SUPPORT LOCAL TEAMS, SCHOOLS OR ORGANIZATIONSSharing your support for local sports team, school or charitable organizations is a great way to form connections with fellow fans and philanthropists in your community.

Luke Fields coaches a local girls sports team and discussed the importance of coaching.

Photos are always a great idea. K/H Financial captured several from their community event.

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6. ASK QUESTIONS TO ENGAGE YOUR AUDIENCEFor example, if you’re sharing an article about spending money on experiences versus things, ask your audience which they prefer, or what a favorite recent experience was. Then remember to reply!

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Gerber Clarity shared this photo from an event they hosted and included a follow-up question for attendees to keep the conversation going.

Sweet Financial Services engaged their audience with a question regarding a recent television interview.

7. SHARE YOUR ORIGINAL BLOG POSTSMake the most of the insights you share in your blog posts by promoting them on social media. This is also a great way to drive your audience to your website or other channels.

Keith Holsten used Facebook to promote a blog post he published on his website.

Joseph Carpenito uses LinkedIn to promote his blog and website.

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8. RETWEET OR SHARE ARTICLES OF INTERESTSharing articles and news you find interesting can be a great way to keep your audience informed and show your personality.

Lisa Donelson promoted her team’s blog post discussing a current event and topic that was relevant for her audience.

Will Hudson knew fellow members of the Memphis community would enjoy this fun local article.

9. SHARE PERSONAL INTERESTSMake more connections by sharing your favorite things, hobbies and outside involvement.

On his profile, George Shirley mentions that he’s both a financial advisor and a soccer coach. Including both profes-sional and personal details creates greater opportunities to connect with fellow social media users and expand your audience. He used #coaching, showcasing his personality and potentially gaining further traction for his message.

Prosperwell Financial found a great way to connect with and engage clients by encouraging them to share their latest travels alongside the Prosperwell brand.

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10. SHARE PERSONAL NEWS AND UPDATES FROM YOU AND/OR YOUR TEAM Sharing personal news like family updates or vacations, as well as new hires or promotions at your branch, humanizes and authenticates your brand.

Fun outings like Viewpoint Wealth Management’s reinforce the feeling of community for your audience and show your team’s personality.

Sharing milestones, anniversaries and birthdays is a great way to help clients feel personally connected with your team.

Notable moments - including crazy weather - can be opportunities to humanize your brand on social media.

INTERNATIONAL HEADQUARTERS: THE RAYMOND JAMES FINANCIAL CENTER880 CARILLON PARKWAY // ST. PETERSBURG, FL 33716 // 800.248.8863

Amplify your voice with social mediaAs a financial advisor, you have goals for your business – whether they include recruiting new associates, growing your client base or fostering deeper connections with the ones you already have. By enhancing your social media presence with original content, you can make the most of these online tools to fulfill those objectives.

Your clients have entrusted you with the personal task of managing their wealth because they know you truly care for their well-being and are knowledgeable in your field. Sharing content that captures your unique voice, personality and expertise will build upon the service they’ve come to appreciate from you, while opening your business to new opportunities.

STAND OUT WITH CUSTOM SOCIAL MEDIA CONTENT

© 2017 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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