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5 Mistakes Financial Advisors Make On Social Media

Financial Advisor Marketing Podcast

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The Five Mistakes Financial Advisors Make on Social Media

If someone wants $5 million of retirement and is only investing $20 per year into the S&P 500 for the next 10 years, wouldn't you want to give that person a reality check sooner rather than later? That requires looking at the metrics. Then you have your client conversion rate. If you set appointments with 100 people, how many of them end up becoming clients? Once you know those numbers, you can work backward from your goal until you have fleshed out the plan to accomplish it.

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