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If you are financial advisor, asset manager or hedge fund manager hope to: 1. Deliver a message to the right audience 2. Save time and money while engaging with clients 3. Use social media in a single place The best way is to create groups. Here we teach you 6 steps that can boost your business by creating groups in social media
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Steps to Boost Your Business by Creating Groups in Social Media
For the Financial Professional
6
If you hope to…
Deliver a message to the right audience
If you hope to…
Save time and money while engaging with clients
Deliver a message to the right audience
If you hope to…
Use social media in a single place
Save time and money while engaging with clients
Deliver a message to the right audience
Create Groups
1 Choose a Topic
Who is your
audience?
EX: Gold Investors
1 Choose a Topic
Who is your
audience?
EX: Gold Investors
What are they
interested in?
Gold!
1 Choose a Topic
Who is your
audience?
EX: Gold Investors
What are they
interested in?
Gold!
Create a group for that topic!
Goldfingered Group
2 Power your Profile
2 Power your Profile
Picture
Links
2 Power your Profile
Picture
Links
Disclaimer
Highlighted Post
2 Power your Profile
Picture
Links
Disclaimer
Highlighted Post
Investment Products
2 Power your Profile
Picture
Links
Disclaimer
Highlighted Post
Investment Products
Video or Slideshare
2 Power your Profile
Picture
Links
Disclaimer
Highlighted Post
Investment Products
Video or Slideshare
2 Power your Profile
Picture
Links
Disclaimer
Highlighted Post
Investment Products
Video or Slideshare
Twitter Feed
3 Invite People to Join
Invitation
3 Invite People to Join
Invitation
3 Invite People to Join
Invitation
4 Now, Start a Discussion
$Gold News!
4 Now, Start a Discussion
$Gold News!Do you
agree that..What do you think about….
Weekly free advice!
5 Write Articles
Summarize Key Points
Be EducatedShare
Read News
Knowledge
Inve
stm
ent
Idea
sInsight
5 Write Articles
Summarize Key Points
Be EducatedShare
Read News
Knowledge
Inve
stm
ent
Idea
sInsight
5 Write Articles
Summarize Key Points
Be EducatedShare
Read News
Knowledge
Inve
stm
ent
Idea
sInsight
5 Write Articles
Summarize Key Points
Be EducatedShare
Read News
Knowledge
Inve
stm
ent
Idea
sInsight
5 Write Articles
Summarize Key Points
Be EducatedShare
Read News
Knowledge
Inve
stm
ent
Idea
sInsight
6 Share Useful Resources
White
PaperReport Research
Online Library
Join
$ Free
Membership is free. Join now to…
Use one-stop social media Create groups to engage with clients,
prospects Remain compliant with full recordkeeping &
more
– Free.
The compliant social media platform for the financial industry
WWW. .COM
