I will talk about the power of social media for financial planners in the digital age, enabling client acquisition, trust-building, and business growth. My team has successfully converted online interactions into consultations and recruitment and collaborations, contributing 40% of business since 2020. I am going to breakdown and tackle challenges face by audiences, like generational tech gaps, self-promotion awkwardness, content pressure, techniques for lead conversion, while maintaining professionalism. Building a Strategic Social Media Presence as Algorithms favor visibility—appear or lose clients. My sharing will cover a hands-on guide for all generations to leverage online tools.
