Turn your online presence into a steady stream of qualified leads #
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Your online presence is one of the most valuable assets you have as a financial advisor — but only if you know how to use it. This CE-credited webinar is designed for advisors who want to build a strong social media and content marketing strategy and use it to attract and generate leads.
James Pollard, founder of The Advisor Coach, joins Equisoft's Ryan Webb to break down the digital strategies that help advisors reach the right audience and elevate lead generation, from leveraging LinkedIn to strategic content marketing that helps you establish yourself as a leader in your niche.
Discover:
- The core benefits of social media marketing, and why it accelerates trust and conversions across your sales funnel
- How to find and speak directly to your ideal niche audience on social media, and why going narrow builds deeper engagement than going broad
- The strengths of each platform — LinkedIn, Facebook, and Instagram — and how to tailor your approach for each
- How to build lead magnets and use LinkedIn to turn followers into qualified leads
Attend this webinar for 0.75 CE Credit! #
Get your CE credit by clicking here to complete the quiz.
How to earn your CE credit #
To earn your CE credit, it's crucial to watch the entire webinar and achieve a minimum score of 80% on the concluding quiz. Upon successful completion, you will be issued an Advocis x Equisoft certificate via email within 5 business days.
Our guest panelists
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James Pollard
Founder, The Advisor Coach
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Ryan Webb
Former Demand Generation Manager, Equisoft
Session agenda #
- The benefits of social media marketing for financial advisors, and why conversions improve when clients see the human behind the business
- Finding your niche audience — going "an inch wide and a mile deep" instead of trying to appeal to everyone (see our companion webinar, Specialize to Win, for a deeper dive)
- How to communicate your value proposition through content, by identifying what makes prospects lean in during real conversations and replicating it online
- The differences between social platforms — LinkedIn, Facebook, and Instagram — and how to choose the right mix for your practice
- What a lead magnet is, how to design one that resonates with your audience, and how to use LinkedIn to generate and capture leads
- Building a repeatable content strategy using the 80/20 rule, and tracking which posts are actually driving client engagement
What you'll learn #
- Why social media works: social media marketing raises conversions across the sales funnel because financial advice is a human-to-human business, and social platforms let prospects engage with you on their own terms.
- Niche audience targeting: how to identify a specific, well-defined audience — by occupation, life stage, or shared interest — and speak directly to them instead of trying to reach everyone.
- Communicating your value proposition: how to notice what resonates most with clients in real conversations, then build that into content that does the same thing on social media.
- Platform-specific strategy: how LinkedIn, Facebook, and Instagram each serve a different purpose, and how to tailor your content and tone to each one.
- Lead magnets that convert: what makes a lead magnet effective, how to test a concept with your audience before building it, and how to use one to generate LinkedIn leads.
- A data-driven content strategy: how to apply the 80/20 rule — tracking which posts perform best, then doing more of what works and less of what doesn't.
How to use LinkedIn to showcase your value proposition to potential customers #
LinkedIn stands as an invaluable platform for financial advisors, offering opportunities to network with industry professionals, demonstrate expertise, and cultivate meaningful connections with potential clients. This workbook is a comprehensive guide for advisors seeking to elevate their online presence and attract clients on LinkedIn, covering profile optimization, understanding your audience, creating engaging content, and building a strategic social calendar.
Download the workbook here.
About our expert speaker #
James Pollard — Founder, The Advisor Coach #
“The most expensive marketing is the marketing that doesn't work.”
James Pollard is the founder of The Advisor Coach and host of the Financial Advisor Marketing podcast. Since 2015, he has worked exclusively with financial advisors, helping them build marketing strategies grounded in what actually generates clients rather than industry conventional wisdom. In this webinar, he draws on years of testing content and lead-generation tactics with advisors to share what consistently moves the needle on social media.
Deepen your knowledge: Social media and content marketing #
- Specialize to Win: How to Find the Ideal Niche for Your Practice: A companion webinar on finding the niche audience your social media content should speak to.
- Content Marketing Tips for Financial Advisors Looking to Capture Magnetic Leads: Practical tactics for turning content into lead magnets that convert.
- How to Build a Marketing Plan as a Financial Advisor: Turn your social media strategy into a repeatable, year-round marketing plan.
- Marketing Strategies for Financial Advisors Looking to Attract More Clients: Additional strategies, from website design to content marketing, to pair with your social media approach.
- The Rise of the Female Investor: What Advisors Need to Know About Inclusivity & Investing (Part 1 of 2): Understand this growing client segment to sharpen who your content should speak to.
- The Rise of the Female Investor: How Can Advisors Better Serve Female Investors? (Part 2 of 2): Practical ways to deliver more value to female investors once you've reached them.
