As a financial advisor, you make sure to stay up to date on the latest financial news and that all your credentials are in order.  And that’s important! But how much time do you spend connecting with clients and prospects, as well as working on maintaining relationships?

Previously, most relationship-building had to be done in person – whether that was through joining community groups, being active on local boards, or even sponsoring charity events. And doing all of that can be time-consuming and expensive.

If you’re looking for newer, easier, and more cost-effective ways to build relationships with clients and prospects, we’ve got two great suggestions for you:

  • Social media

  • E-newsletters

Social Media

Social media isn’t a passing phase – it’s here to stay –As a professional, LinkedIn is a must. Also,  try to be active on Facebook and Twitter. It can take time, but once you’ve built up your connections, you now have both clients and prospects you can reach out to regularly.

Here are a few tips for posting on social media:

  • Try to post regularly, but don’t overdo it! Instead of being overwhelmed by a constant stream of information, you want your audience to look forward to your posts. 

  • Your primary goal should be to share valuable information and helpful tips. If you offer a service related to your post, you can certainly mention it, but it shouldn’t be the main focus of your post. 

  • Use pictures! Pictures are a great way to catch people’s eyes and encourage them to click through to your article or post. 

  • Remember the goal of social media is to grow your business- so don’t get too hung on likes and the number of followers, it’s about quality, not quantity. 


While printed newsletters are rare these days, e-newsletters are a great option for anyone trying to communicate regularly with their customers.

With an e-newsletter, you can reach out to clients and prospects to share financial news that may impact them and highlight any tips, tricks, or articles you want to share with them. You can choose to send your e-newsletters monthly or quarterly, as long as you send them on a regularly scheduled basis.

Not Sure How to Start? We Can Help!