Social Media: Don't get left behind!

The pandemic forced many advisors to embrace technology in ways never considered before. Whether you became introduced to webinars or video marketing - social distancing opened the door to creativity in communications and marketing strategy.

As we hopefully approach a decline in the spread of the pandemic, your efforts in online marketing are still important. The convenience and effectiveness of webinars and virtual meetings might be less crucial, but they will maintain marketing relevance.

I've had the pleasure of assisting advisors with entering the social media space, creating profiles, posts, and more. And I urge you to continue leveraging digital activities in your marketing arsenal. For all of the newbies - it's not too late to join this growing trend that has quickly become a standard. Here are a few starter tips:

  • Keep it simple, start by creating a profile and a few posts.

  • Keep it consistent, if you plan to post daily, weekly, or bi-weekly, be sure to keep it on schedule.

  • Monitor interaction and interest in your posts to identify opportunities to maximize the type of content that meets the needs of your market.

If you need assistance identifying the right social media outlets (Facebook, Twitter, Instagram, etc.) for your target market, give me a call. I'd love to help!


Did you know Peak Pro Financial offers custom marketing services that will take your business to the next level? Our marketing offering includes:

  • Branding strategies
  • Marketing collateral creation
  • Website development
  • Lead generation campaigns
  • Event marketing support
  • Lead-to-prospect nurturing communications

For more information, please contact your Sales Development Associate at (866) 866-7050 x2.