Welcome to Wealth Matters Consulting’s 3 Minute Marketer series – your quick guide to mastering wealth management marketing and communications. Get key insights in under three minutes as we explore critical topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares valuable tips on marketing, business development, communications, brand building, growth and media exposure. With decades of experience working with top firms, she offers practical resources to enhance client relationships and expand your business.

Today, we’re asking the question: Is your social media strategy working for you? After working on many different social media platforms for over 10 years with numerous clients, Rosemary shares valuable tips on the steps to take to create a successful social media strategy:

  1. Tailor content to the specific preferences of each social media platform’s audience.
  2. Utilize high-quality visuals.
  3. Deliver content optimized for mobile devices.
  4. Use relevant hashtags, like #investmentinsights and #estateplanningbasics, to improve searchability.
  5. Interact with your audience conversationally, ask for audience feedback and follow compliance requirements.
  6. Analyze your performance data and refine your strategies based on the metrics.

Bonus tip: Be intentional about everything you post on social media; put thought and strategy behind your process.

If you have any questions on how to improve your social media accounts as part of your marketing strategy and want to discuss ideas, please feel free to contact us.