Financial Advisor Social Media Best Practice – #Hashtags

Financial Advisors – Don’t forget to add #Hashtags to your social media posts. Hashtags are a searchable link. It makes your posts (content) discoverable and a great way to target client leads. Hashtags expand reach and amplify your content. I recommend 2-3 hashtags on Twitter & Facebook. LinkedIn up to 5 Hashtags. If you use too many Hashtags in a post it will look like SPAM (also makes you look desperate for attention). Social Media algorithms may mark it as spam if you add too many.

Curated a list of Hashtags according to your firms location (City, State), and specialty (Retirement, 401k, Estate Planning, Wealth Management, etc). A good way to see if the Hashtag is popular within the Financial Advisor community is to search for it first before you use it. Don’t overlook Hashtags as its a very important part of your Social Media marketing strategy!

Quick Digital Marketing Campaign Basics

Planning. Who is your target market? Which ways are you going to promote it? Be social-Facebook, Twitter, LinkedIn? Pinterest? Google? Etc.Possible uses of QR codes? SMS mobile promotion?

Keywords.You will need the list for # hashtags, long tail keywords, etc.

Competitors. List top competitors. List their # hashtags, social media accounts, blogs.

Website. Get your website ready. SEO. Conversion paths. Landing pages. Evaluate your website vs competitors. Make notes on keywords, hotspots (clicks) on your website and competitors, check and build your back links according to your
new campaign.

Measure. Measure. Measure. Measure results! Measure “mentions” and social media engagement. measure conversions. Retweets. Likes. Comments. Good tools include Radian6, PostRank, Trackur, Social Mention, TwentyFeet, Google Analytics, Google Trends.