If you do business by smartphone or tablet, you need to have an effective digital presence. Make sure you’re not neglecting these important areas:
Make your virtual meetings successful. Whether you hold online meetings from your office or from home, your brand is being represented. Make sure your surroundings reflect that. While it may sound like common sense, simple things like having an uncluttered background and technology that works properly will convey your seriousness and professionalism.
Revisit your social media bio. If you haven't refreshed your social media profile or website bio recently, it's time to give it another look. Use your responses to the above questions to write a refreshed bio that helps you stand out as a retirement plan professional and use it across your social media channels and website. While you’re at it, ensure your team profiles are consistent across digital platforms.
Make your social media truly social. Merely having a strong profile is not enough. It’s also important to post relevant content and engage your audience. According to Rebecca Hourihan, founder and chief marketing officer of 401(k) Marketing, “Retirement plan advisors who want to increase their online visibility and reputation should post a minimum of once per week.”
Connect with clients on social media. Take the time to send personalized invitations. Develop a social media content strategy and a weekly plan to post and share content. Segment your strategy based on specific needs of plan sponsors and plan participants in your network, keeping in mind that both groups will see your posts.
Of course, use of social media for business purposes is subject to home office approval, and financial professionals should seek approval before engaging in any social media practices outlined here.