The New Skool

The Social Media Survival Guide for Financial Advisors

Episode Summary

Advisors, your prospects are checking you out online before reaching out. Social media isn’t just for trends—it’s a trust builder.

Episode Notes

Advisors, your prospects are checking you out online before reaching out. Social media isn’t just for trends—it’s a trust builder. 

- Validation – People search you after a referral.

- Client touchpoint – Stay visible between meetings.

- Network growth – Get in front of COIs & ideal prospects.

You don’t need to be everywhere—just where your best clients are. Focus on creating value, engaging meaningfully, and using social as a tool, not a chore. Tune in for other social media marketing tips!

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