Client and Prospect Engagement Through Social Media: A Complete Guide for Financial Advisers

Table of Contents

1. Introduction
2. Why Social Media Engagement Matters
3. Platform Selection and Strategy
4. Content Strategy Framework
5. Engagement Best Practices
6. Posting Frequency and Timing
7. Performance Measurement
8. Professional Referral Networks
9. Compliance and Risk Management
10. Implementation Roadmap
11. Conclusion

Introduction

In today’s digital-first world, social media has evolved from a communication tool into an essential business platform for financial advisers seeking sustainable growth. With 56.2 million active social media users representing 82.8% of the UK population, the opportunities for client engagement have never been greater.