SOCIAL MEDIA
Created by CFP®, CLU professionals
Let’s be real, your prospects will google you, and two results pop up:
-
Your website
-
Your social media profile
When your prospect goes to your social media profile, what will they see? Is it optimized? What does this mean? It means:
- It shows who you serve
- It shows what you do
- It shows who you are
- Has a clear call to action
- Updated consistently
Why is social media important? Think of it being in the same place as your ideal clients.
Over 55% of high-net-worth investors are on Facebook1, 39% on LinkedIn and 10% on Twitter2. Therefore, posting consistent and regular content that is engaging and focused on education will do several things:
- Demonstrate that you’re up to date providing information that builds trust and credibility.
- It shows that you’re an expert at what you do
Social media helps you stay top of mind with ideal clients as long as you post consistently.
There are three goals for social media:
1. Book a meeting
2. Subscribe to your newsletter
3. Go to your website
Advisors don’t have time to post consistently and often struggle with determining the content type to post.
At Financial Tech Tools, we:
- Optimize your LinkedIn, Facebook and Twitter
- Provide a content calendar
- Post directly upon your approval
Our social media process is simple. We do three meetings:
- Intake: We get to know you and your business. (60 min.)
- Optimize your social media profiles: The draft profiles are ready for your review and feedback. (30 min.)
- Plan: We plan your social media calendar.
Book a meeting today to see how we can grow your business.
Social Media Pricing
Social Media Optimization
$125 Per Profile
Professional Optimization by financial industry experts.
Managed Website, Email Marketing & Social Media
$1099 Setup
$349/Month
Professional website, monthly e-newsletters, plus up-to-date social media.
- Everything included with website and email newsletter
- LinkedIn Profile Optimization
- Facebook Company Page Setup
- Twitter Cover Image
- Weekly LinkedIn posts
- Weekly Facebook posts
- Weekly Twitter posts
Examples of a social media calendar

Examples of an optimized social media profile
Are you still not convinced?
We don’t want to tell you how awesome we are; we’ll let our advisors tell you: