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6 Facebook Tips To Grow Your Financial Advisory Business


While Facebook may be the go-to place for people to look for funny pet videos or see what friends are eating for brunch, it is also a tool many businesses use, specifically for marketing. 

With millions of Australians using Facebook daily, it is a platform that many companies utilise to generate clients.

That said, just because you’re on Facebook doesn’t mean your financial advisory business will take off. You need to know what you’re doing, and to help you do that, here are some tips to help you optimise your Facebook presence:

1. Always Start Small

Anything you are attempting to do on Facebook, build in a plan to start small. Don’t jump in thinking you will get a bunch of clients right out of the gate. If you do that, you’ll get frustrated and give up – not to mention, you’ll waste money.  

Start by posting a few articles that relate to your business and provide value. Interact with your friends and family and potential clients. Get to know your community and see what works for you and what sparks interest.

2. Don’t Over-Post

Posting consistently is one thing, and over-posting is another. When you first start out and have a small following, over-posting is one thing you don’t want to do. You will quickly be labelled as spam, and this can turn off potential clients. 

Plus, creating quality social media content is time-consuming and as busy professionals, it’s not something you likely have a lot of time for. 

At the same time, once a month may not gain the desired momentum. Ideally, you want to post 1-3 times a week, while still ensuring you have enough time to do other activities.

3. Know Who To Target

Although Facebook is a great place for business, it’s important to focus your energy on a specific sector. It also helps to focus on a specific target-age range when advertising or boosting posts as well.

For example, if you’re a mortgage specialist, you can target people who are in their mid-30s to mid-40s. If you’re a retirement specialist, you can target people who are in their 50s+.

4. Keep It Professional

Although Facebook allows you to post your personal thoughts, this doesn’t mean you should. You should keep all personal thoughts out of Facebook and keep it professional and business-only, especially if you’re using a business Facebook account.

5. Post When Clients Are Most Likely To Be Online

If you want to reach a large number of clients, then you will need to post when most people are online. This means you shouldn’t post in the middle of the night. You’ll also want to be careful posting an important update or offer right before a major holiday as it could easily get lost in the noise of content or not reach many people if they are offline. 

Facebook is still a business, after all, and you should be working around your clients’ schedules.

6. Interact With Clients

Interact with your community. This will show clients you know the industry and how to communicate with the clients they want to target. When clients see your blog posts, and they are talking with you, they’ll know they’re doing business with someone who is approachable and has credibility.

Facebook is a great place for businesses to find clients and reach out to them. However, you need to know what you’re doing to ensure you’re using the platform for the best results. 

If you’re new to marketing on Facebook or want to take your business to the next level, follow the tips shared above. For extra support, engage the services of a professional marketing company that can offer you the specialised assistance and industry insights you need to boost your advisory’s Facebook presence!

MBS offers marketing help to aid financial services in the growth and success of their business. If you are looking for marketing for financial planners and more, get in touch with us today!

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