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1 min read

How to Prospect Using Facebook

By NAIFA on 2/2/22 10:00 AM

Facebook is a huge source of potential clients and customers and professionals who overlook Facebook as a connection channel with prospects miss out big time. Here are three tips for prospecting using Facebook and getting positive results.

1. Create a Profile that Defines you

To find new clients, it's important to create a unique profile that showcases who you are and what you care about. How you present yourself on Facebook is a big factor in whether they visit, or even notice, your profile. 

Topics: Social Media Marketing Grow Your Business
2 min read

How Financial Advisors Can Recruit Prospective Clients via LinkedIn

By NAIFA on 1/21/22 8:00 AM

It's become the new norm to be directed to an official social media page when you visit most business websites. Why? There are 3.2 billion active internet users worldwide, roughly 45% of the world population. This figure is an honest answer to why businesses are now engaging prospective customers on their social media platforms.

With the expansion of the digital space, all spectrums of industry have become more interactive in their social media platforms to net potential clients. Recruiting within social media platforms varies from sector to sector. The focus here will be on the financial sector professionals and how the LinkedIn platform has been essential in helping them recruit potential clients.

Topics: Social Media Marketing Grow Your Business
4 min read

5 Commonly Forgotten Holiday Marketing Ideas

By Luke Acree, President of ReminderMedia on 11/22/21 4:00 PM

Poor Thanksgiving is the middle child of the holidays. From Halloween on, all the focus is on the winter holidays.

That’s a shame. Not just because so many people love Thanksgiving, but also because it’s a great opportunity to connect with your clients and sphere of influence.

Topics: Marketing Social Media Marketing
1 min read

Use Facebook to Add to Your Growing Client Base

By Mark Briscoe on 2/26/21 10:44 AM

Social media offers many ways that you can add to your growing client base, particularly Facebook. The difference between this platform and many others is that the groups feature allows you to find and interact with potential clients on a more personal level. This feature also gives you the opportunity to find prospective clients in special interest groups. Finally, Facebook gives you the added touch of searching for new clients within your geographic location. All of these features give you more leads on a regular basis if you learn how to use them well. 

Start Your Own Facebook Group

If you haven't already, get your own Facebook group up and running. It's as easy as clicking the "create group" button and filling out a few details. Make sure that you're clear about the services you're providing, your location, business hours, and mission statement. Use a clear and professional photo for your profile and a cover photo that makes your business details clear. This way, when you're prospecting for clients elsewhere, people will have a place to connect with you that shows them who you are and what services you offer. 

Topics: Social Media Marketing Business Performance Center
2 min read

How to Start, Grow, and Optimize Your Business Instagram Profile

By Emily Cabbage on 2/26/21 10:37 AM

You may be wondering, "How do I make a strong impression with my business Instagram profile?" Or, 'How can I add branding personality to my Instagram business page?" Well, read on and find out these and much more. Instagram started as a simple picture-sharing app between friends. However, it quickly evolved into the go-to social media platform for eye-catching content. With millions of users and a higher engagement rate when compared to Facebook, your business can't afford to be left out of this marketing phenomenon. 

Topics: Social Media Marketing Business Performance Center
2 min read

How To Prospect Using Instagram

By Emily Cabbage on 2/26/21 10:30 AM

Instagram can be a highly profitable marketing tool for those in the financial services industry. There are many ways that financial advisors and insurance agents can recruit prospective clients through Instagram. The following are some of the most effective ways that those in the financial services industry can prospect using Instagram; 


Create Catchy Content with Beautiful Pictures 


If you are looking to recruit prospective clients through Instagram, you should create well-curated content that aligns with your financial services. Instagram is a platform where people enjoy seeing beautiful images on daily basis. Thus, instead of simply writing a post about your financial services, showcase them through beautiful photos. The shared photos should highlight the unique features of your services and why customers should look forward to them.  

Topics: Social Media Marketing Business Performance Center
2 min read

Prospecting Using Youtube

By Mark Briscoe on 2/26/21 9:44 AM

YouTube has become an indispensable tool since its introduction in 20005. Many businesses have adopted this tool for both advertising and marketing their products to achieve business objectives. If you are still in doubt whether your financial service company, it is worth noting the following.

Topics: Marketing Social Media Marketing Grow Your Business Business Performance Center
3 min read

How Financial Advisors and Institutions Can Recruit Clients Using Snapchat

By Kathryn Blum on 2/26/21 9:34 AM

There are so many platforms that you can venture in to promote your financial institution and grow your client base. However, it isn't easy to know which one of them will yield benefits. 

Most people market through LinkedIn, Twitter, Facebook and Instagram, but very few of them pay attention to Snapchat; even though its projected user base in the U.S. alone has reached 70 million.

Topics: Marketing Social Media Marketing Grow Your Business Social Media Business Performance Center
2 min read

How Financial Advisors Can Recruit Prospective Clients Via LinkedIn

By NAIFA on 2/22/21 1:00 PM

It has become the new norm nowadays to be directed to an official social media page once you visit most business websites. Why is this so? There are 3.2 billion active internet users worldwide. This figure translates to roughly 45% of the world population. This figure is an honest answer to why businesses are now engaging prospective customers on their social media platforms.

Topics: Social Media Marketing Prospecting Grow Your Business LinkedIn
2 min read

Top 5 Tips for Successful Prospecting - LinkedIn

By NAIFA on 1/13/21 1:01 PM

Focusing on the right people and companies will make the difference in prospecting smarter, not harder. LinkedIn is an influential platform with senior-level influencers and top company decision-makers. If you use it well, you can grow your list of prospects.

Topics: Social Media Marketing Prospecting Business Performance Center

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