A 10-Step Plan To Manage Social Media

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A 10-Step Plan To Manage Social Media by Crystal Lee Butler

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There is a common misconception when financial advisors start exploring social media to promote their business that it is free. It isn’t; you get out of social media what you put into it.

Social Media

If you invest zero time into it, it will not do anything for your business! You will have to dedicate time consistently, though it may not be a lot of time. You may feel lost and confused by all of the things you can do to promote your business on social media, and therefore may need to enlist help to avoid spending too much of your time and money on things that may not be good for your brand.

Here are the 10 things you need to do in order to effectively use social media:

  • Post daily

Spend time creating a content calendar. A content calendar is crucial for your business, and it will take time to put it together. Enlist help with this aspect of your social media. Even if you come up with what you want to post for the day that same morning, it will save so much time rather than trying to figure out what to post every few hours. Save time by planning ahead.

  • Use images and video

Content isn’t just text. It includes photos, graphics and video. Be creative. There is an opportunity here to share information that may not fit on your traditional website. This way you can share a piece of your personality by sharing videos and images you find interesting. You never know what will catch someone’s eye and trigger them to follow up with you for more information.

  • Use a scheduling tool

Use a scheduling tool or a social media management system to automatically post the content you have created in your content calendar. This will save you time throughout the day and allow you to establish a routine. You can also enlist help with this part, depending on your schedule. Once you know what you are going to post, scheduling it is super quick. Hootsuite and Buffer are just two of the many tools available for scheduling social media posts. These tools will also let you post the same content to multiple platforms with one click. Find the one that works best for you.

  • Refresh annually

Make sure that the information you are sharing is up to date and represents your business at this moment. Does your profile picture and banner need a refresh? Could your “About Me” section use a tweak, or does some new information need to be added? Just be sure to take in intentional look every year to make sure you aren’t missing anything. It is a good idea to add this reoccurring task to your calendar now.

  • Expand your content

There are all types of content you can use on your social media pages; the possibilities are endless. Spend your time and money on the right types of content. Below are some suggestions for types of content that may work best for you and your business.

  • Evergreen content: This will be relevant in one, two or even five years. Spend most of your time and money on this.
  • Pre-created content: You can post using tools like Riskalyze, which has pre-created content.
  • Content about you: Let people get to know you. Post a few times a week something that is going on in your life. People want to know the person behind the brand.
    • Links to:
    • Your blogs and articles
    • Articles that featured you
    • Awards that you have received
    • News items regarding your and your business or team members
    • Community involvement pictures showcasing you and your team
  • For more amazing ideas on types of content take a look at this article.

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