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By Nicole Skalamera Outreach

Facebook Roundup: Insights & Information For Financial Advisors

6 minute read
Facebook Roundup: Insights & Information For Financial Advisors Featured Image

As a financial advisor running your own practice, it can be tough to keep up with the fast- paced changes of social media. It is inevitable that leveraging social media can help you connect with potential clients and further promote your business.

That’s why we’ve rounded up all of our Facebook updates – big and small – to ensure you don’t miss a beat. Our list below will bring you up to speed on all of Facebook’s happenings including: how to use Facebook, how it’s evolving and the new features and tools you can use to enhance your financial planning business.

1. Succeeding on Facebook: 3 Simple Steps for Financial Advisors

This blog covers the basics to succeed on Facebook as a financial advisor. It gives a glimpse into the importance of establishing your brand and unique value proposition along with questions you should be able to answer before even beginning to establish your Facebook business page, or any social media account. Establishing your goals and mission, creating the page itself, then tracking your results is key to developing your online presence. facebook for financial advisors

2. Going Back to the Basics of Social Media: Facebook

Are you new to Facebook or having trouble navigating and creating a company page? Our blog post runs through step-by-step on how to create a Facebook company page (with pictures!) along with helpful hints on how to get the most out of your Facebook presence. We’ve also included mini case studies from real financial advisors with examples on how to set up your business Facebook page. facebook for financial advisors

3. Facebook Live: The Future of Marketing For Financial Advisors?

Over the years we have seen the growing phenomenon of “live video” and real-time updates. Keeping up with your followers and network on a weekly, even daily basis is crucial to expanding your online presence, and potentially gaining new qualified leads for your business. In this post, we review Facebook Live – what it is, and how it has become a great marketing tool for businesses and brands of all sizes.facebook for financial advisors

4. A Breakdown of Facebook’s New Business Page Features

This recent and updated blog post reviews NEW Facebook business page features and what you need to know to make the most of your Facebook presence. From changing your cover photo to organizing your page tabs, these tips will help you to stay updated with Facebook’s enhanced tools and features. facebook for financial advisors

5. 6 Ways to use your Facebook Business Page (that you probably had no idea about!)

It is without a doubt that Facebook contains many “hidden features.” In this blog post, we cover six effective methods you can utilize through Facebook to best connect and keep in touch with your network. Liking others’ Facebook pages from your business page and posting on Facebook pages from your business page are just some tips you can take into consideration when establishing your online presence.facebook for financial advisors

7. How to Use Facebook Business Manager: A Guide for Financial Advisors

If you manage several Facebook pages, frequently create Facebook ads for your financial planning firm or work with an outside vendor to manage your social presence you may have realized that it can be a complete nightmare on the Facebook platform. That’s why Facebook debuted Business Manager – a single place to manage everything. But is it right for your firm? This post has covers pros and cons of Facebook Business Manager, how to use it and most importantly, who should use it.

facebook business manager

8. Best Times to Post on Facebook

According to CoSchedule’s latest research from Oct. 2017, they found that the best time to post on Facebook is between 1-4PM EST late into the week and on the weekends. To increase shares and clickthrough rates they recommend additional posting times. Click here to learn more about the best times to post to your company’s Facebook page.

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