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Expert Tips for
Independent Financial Planners

At Liberty Partners, our goal is to help you work beyond basic office operations so you can achieve more than you ever thought possible. Whether you want to learn about building a client base, the latest investment trends, or servicing your clients, Brad Atkins is here to help. Subscribe to this blog if you want to learn to work in your business instead of on your business.

3 Tips for Using Social Media to Grow Your Business


In addition to a website, you need to create social media accounts for your business. I’ll go over three tips to help you fully utilize Facebook, Twitter, and LinkedIn.


Statistically speaking, everyone that you do business with will search for you online before meeting with you. Even people you are already working with enjoy receiving updates or following your online presence.

That is why it is so important to have a professional presence on social media in addition to your professional website. I recommend that you create a professional Facebook page, LinkedIn profile, and Twitter account.

Now, there are three things you need to do when you build your social media presence:

1. Make sure that you have video content. We know from experience that video gets 10 times the reaction that static content does.

2. Include some kind of thought leadership from you and other people in your organization, such as your Chief Investment Officer. That will be useful to your clientele.

3. Stay consistent with your messaging and branding through each platform. If you look at my Facebook, LinkedIn, and Twitter, you will see a common theme throughout.

If you are a little tech savvy, then you may be able to figure video out on your own. Get a desk lamp, a camera, and a microphone, and get going. The problem is that most of us simply won’t sit down and create those videos, so you can also farm it out.
You need to stay consistent with your messaging and branding.
I use a company called Vyral Marketing. Vyral Marketing helps me put the content together and produces all of our videos.

If you have any other questions about using social media to grow your business, just give me a call or send me an email. I would be happy to help you!