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The Loan Officer’s Guide to Social Media Strategy, Part 3: Tips for Twitter

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In the first two installments of this series, we guided you through using LinkedIn and Facebook to grow and nurture your network as a loan originator (LO). Next we’ll talk about Twitter, and how you might tweet your way to closed deals in 140 characters or less. (more…)

The Loan Officer’s Guide to Social Media Strategy, Part 2: Turn Likes Into Loans

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Last week, we discussed the importance of social media use for loan officers to grow and nurture their networks. We also introduced you to LinkedIn, taught you how to set up your account, introduced features to help grow your network, and advised on the do’s and don’ts of LinkedIn etiquette. Today, we are turning to Facebook. (more…)

The Loan Officer’s Guide to Social Media Strategy, Part 1: Start with LinkedIn

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Two of the most important keys to a loan officer’s (LO) success are trust and relationships. And while that aspect of the business hasn’t changed, the strategy to build trusting relationships has evolved. The old “grow and nurture” method included in person meetings, cold calling, and advertising – and then nurturing those leads with emails, calls, or letters. Growing and nurturing your network is still important, but now in addition to using a call sheet or email list, you have social media platforms. It’s no longer just about a sales pitch, but staying in touch and adding value to your network in as many ways as possible. (more…)

Hiring Your Social Media Dream Team, Part 3: Team Workflow

dreamteam_blog3 In our first installment of Hiring Your Social Media Dream Team, we talked about the importance of having an organized plan in place to help your team be as successful as possible and start you on the right track. Our second installment described the various team members and positions that can make up a Dream Team. Today, we’re helping you make sure your newly assembled team rises to the occasion and propels your company’s social media efforts to the next level. (more…)

Hiring Your Social Media Dream Team – Part 2: Define Team Positions

dreamteam_blog2 Social media teams come in all shapes and sizes – some companies use social media more than others and require more manpower to accomplish the team’s goals. Others are a bit more bootstrapped, sourcing grass-roots social media from the company’s existing employee base. Whether you’re looking to add to your current team or learn more about the qualities and skills that successful social media teams exhibit, the following positions can serve as a guide for the types of responsibilities and skills that will help your company promote it’s voice on social media. (more…)

Hiring Your Social Media Dream Team, Part 1 – Getting Organized

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Did you resolve to improve your social media marketing efforts in 2015? If getting a team together who can help you meet your social media goals is part of your game-plan, we’ve got some advice for you to heed when staffing your social media squad. (more…)

7 Ways Financial Advisors Can Gain Leads Through Twitter

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In our first two articles in this series, we discussed how financial advisors can leverage LinkedIn and Facebook for lead generation. Now it’s time to talk Twitter. Twitter is a fantastic resource for prospecting. A study by Putnam Investments reports that 66% of financial advisors saw an uptick in new business using social media in 2014 – a 17% increase from last year. The study also showed that Twitter use is on the rise, with 26% of financial advisors using Twitter for business. (more…)

Facebook, and Heartbleed, and Compliance, Oh My! 2014 In Review

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It’s December, which means it’s time for the obligatory year in review post! What a year it has been. From Facebook’s seemingly constant newsfeed changes to the financial industry attempting to make its peace with social media through new compliance regulations, it has been an exciting time in digital marketing. Here are our picks for what was hot and happening in 2014: (more…)

5 Ways Financial Advisors Can Gain Leads Through Facebook

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The next in our 3-part series focuses on Facebook. The social behemoth lends itself to the personal and the professional, making for plenty of opportunities to connect with your network and develop new leads.

Financial advisors offer a unique service that lends itself quite nicely to social media. While there are plenty of regulations to ensure the playing field is kept fair and compliant, social media can help those in the financial services industry reach new and existing clients – simply by getting in the game! Friends, family members, and even those seemingly-random Facebook acquaintances can all be helpful when it comes to gaining new business. Word of mouth is an important part of an advisors’ lead acquisition – and Facebook is a great place for that kind of endorsement to take place!

We’re sharing some of our favorite tips and tricks (more…)

6 Ways Financial Advisors Can Gain Leads Through LinkedIn

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As part of a 3-part series, we’ll be exploring the various ways financial advisors can gain leads through social media and work to expand their businesses and gain new customers. First up? LinkedIn – the professional social network.

Your presence on LinkedIn is all about expertise – showing you know your stuff and that you’re the person for the job. How can you exhibit this? Well, you have to post. You have to brag (a little). And you have to know what your audience needs so you can tout your talents appropriately. (more…)