The use of social media to interact with Clients, sell financial products and services is strictly prohibited for financial advisors due to regulatory considerations. However, social media can be a powerful tool in other ways for advisors, so Rebecca Green decided to make social media, the marketing and a content distribution platform, to showcase her intellectual ability and build relationship with the clients.
With the experience in the financial firm, Rebecca’s biggest advantage is to know the target audience in depth as well as services offered to them. Therefore, she will market her services to two different groups, young as well as middle age people. These two groups are those in need of investing advice, whether it is a mutual fund, stocks,
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She is trying to convince her target audience through live information, so the trust is a basis for relationship and selection in the investment advisory business, would help her to talk about philosophy on investing.
Rebecca will also be targeting through webinars on estate planning and investing, broadcasted at her website, Twitter, her YouTube channel, her Facebook page and LinkedIn. The webinars provide a basic knowledge and information. The webinars are not meant to substitute Rebecca’s services, they are meant to what people’s demand for more information. The main reason for the webinars is to get and connect a diverse audience interested in Rebecca and the services she offers, creating a new business venture.
Rebecca also trying her different strategies for each social media channel. She posts links to her blog posts, her and others’ media articles, business news and quotes. This will balance self promotion, education and sharing other people’s