Empower your financial services sales funnel development with airSlate SignNow

How to create outlook signature

in this video i'm going to share all the results that we've had at our wealth management firm when it comes to attracting new clients by using the different types of social media platforms out there so i'm going to be talking about linkedin facebook twitter youtube and tic toc just kidding not tick tock i haven't used it i know there's some compliance uh issues out there as well and we're mainly focused on people who are 55 and older so it wouldn't be a smart use of time i don't think yet but anyways just for some background the clients that we're bringing on from these different platforms that we are using are usually within three years of retirement and they have a net worth of two to five million dollars and they care about retirement income strategies investment planning and then tax saving strategies and by the way if i haven't met you yet i'm dave zoller and i own streamline financial it's a wealth management firm in the suburbs of chicago and we created this channel to share what's working in our firm so hopefully it can help you as you grow your own practice if you want one actionable tip really practice management tip or marketing or communicating your value check out the weekly email in the description below one more thing before i get into it i recently started posting on twitter with some tips and techniques for advisors different than what i put on the youtube channel here so i'll include a link to that below if you're on twitter regularly then check it out now let's get into the channels i'll go over the ones to use if you want to start content marketing but you don't want to have to spend a lot of time each week then i'll go over which ones we've had the best results for us bringing one to two new people every day reaching out to us for an intro call so the first one really what's the easiest one to get started on and that would be right now it would be linkedin and posting short text posts it takes the least amount of time but it can give you the farthest reach in term of exp in terms of expanding your network and getting to people who are not in your you know direct first connection network it's the easiest because all you need to do is really one text post per week and if you're serious about this the most important thing to know here is that it takes consistency for context it took about 60 days before someone reached out to me when i started posting regularly on linkedin it took about 60 days who someone reached out and asked for a phone call so after that 60 days and then a few more instances like that the following few months that gave enough motivation to continue doing this with linkedin and by the way as you're watching this if you've got questions related to anything that we talk about just put it in the comments below i'll do my best to reply to those fairly quickly but that would be the easiest thing to do so go ahead and put them down there if you've got them now the secret weapon here if you choose this route with linkedin is to find an auto scheduler like buffer or loomly or hypefury because you can take that one text post that you write per week and then automatically get it posted to your facebook business page and your twitter either personal or your twitter business page so it's just a way to kind of spread the message quickly without doing any more work and if you're looking for how to really create content quickly and the process that we use to get these text posts that actually get some engagement i'll include a video it's called asymmetrical content marketing and hopefully it's on the screen now but that's one that gives you the really the frameworks to follow to get engaging posts quickly now in terms of results for twitter and facebook now facebook over the past three months out of the 120 people who have reached out to to have an intro call three of them came from our facebook business page xero came from twitter and that's part my fault because i only started recently reengaging with twitter and getting it into the auto scheduler and posting to linkedin really and the reason why i haven't been posting as much in the last uh really the last year or so is because of the success that we've seen on youtube out of the 120 or so people that reached out the last 90 days 95 or plus came from youtube i don't know the exact numbers because not everyone tells us exactly where they where they heard about us nonetheless youtube has been the single best thing that we've done to really when it comes to attraction marketing we started the channel streamlined financial in may of 2020 and we knew that it would be a long ramp up until we saw any sort of traction and we never paid for a promotion and it's really all from organic growth and when i think about it i prefer to play that long game because most advisors not you of course but most advisors don't have the patience to put in the time and the effort without getting any results and really you know most people aren't okay with getting one to five views on videos that they they put out there on youtube for context we started in may seven months later we had 70 subscribers and that was posting every week i did one video every week and the end date here is december 15th because that was the date of our christmas party and we were reviewing some of the highlights for the team and i was kind of getting teased because of just having 70 subscribers doing all this work and not really you know having unimpressive results but still that's almost 6 000 views you know that's 6 000 more views than i would have had if i didn't start doing this but consistency pays off one video per week the following year we went from 70 subscribers on december 15th to 12 000 subscribers 12 months later and that's the year that it started working really january of that year it started working people started joining the email lists downloaded our free guides and reached out for meetings and by the end of the year we had 12 000 subscribers we were getting one to two people per day reaching out for an intro call and that's been consistent since that point so as you can tell when it comes to results youtube has been the best but if i had to do it all over again without knowing how things would have turned out i believe i'd still start with those simple linkedin text posts that way i could measure the success and then if i saw some results then i'd feel better about spending a little bit more time each week on content marketing and then start to ramp up and if you want more ideas around content and advisor growth follow me on twitter too or join my email list i'll put the link below so this has just really been my story at streamline and what we've been doing and some of the results over the last two years i hope that it was helpful if it was please like this and share it maybe with another advisor that you care about and then if you're an advisor and you like this sort of practice management or social media content marketing ideas and all of it subscribe so that i can see you in the next video take care