The Social Media Handbook for Financial Advisors: How to Use LinkedIn, Facebook, and Twitter to Build and Grow Your Business (Bloomberg Financial)


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Expert advice for financial advisors looking to make the most of social media platforms

Social media is everywhere. 3.5 billion pieces of content are shared on Facebook each week, 22 million professionals are networking on LinkedIn, and 140 million tweets are posted every day. The opportunities these platforms present for financial advisors are huge, but most advisors have no idea how to use them to build bigger, stronger client bases. The Social Media Handbook for Financial Advisors: How to Use Facebook, Twitter, and LinkedIn to Build and Grow Your Business shows how to make the most of these new tools, offering invaluable advice about how to connect with potential clients in the twenty first century.

For most advisors, converting prospects into clients is their top priority, and social media presents incredible opportunities for sealing the deal. Sales don't happen because clients are impressed by complicated charts, they happen because they're impressed by your social media presence, and by properly understanding how to make these new platforms work for you, you'll be positioned to see your business boom.Designed to teach financial advisors how to use social media to better market their services to attract new clients and referralsPresents expert communication advice from top financial advisor coach Matthew HalloranCategorizes communicators in a unique new wayTeaches financial advisors how to use social media in new, highly effective ways that they've never even considered

An essential resource for wealth managers and financial advisors looking to amplify their marketing message and raise their visibility in a crowded marketplace, The Social Media Handbook for Financial Advisors is the only book you need to make yourself heard.

Product Details

  • File Size: 17502 KB
  • Print Length: 309 pages
  • Publisher: Bloomberg Press; 1 edition (June 28, 2012)
  • Publication Date: June 28, 2012
  • Sold by:  Amazon Digital Services LLC
  • Language: English
  • ASIN: B008GI0IXW
  • Text-to-Speech: Enabled
  • X-Ray: Not Enabled
  • Word Wise: Enabled
  • Lending: Enabled
  • Enhanced Typesetting: Enabled

Customer Reviews

Elementary, but still worth the read

 on July 15, 2014
By Zack
As a 20-something year old, I found it a bit elementary. Especially when it went over the basics of setting up accounts. On the other hand, as someone who is fairly fluent in social media I was still able to find value in it.

A thought provoking experience

 on February 7, 2013
By freedjosh
The Social Media Handbook for Financial Advisors is a great thought provoking book for anyone new or experienced in social media. This book will give you the baseline knowledge and for those of you with experience it will give you the practical uses for the Financial Industry. A great addition to any advisor’s collection.

Fantastic Book

 on May 22, 2013
By Colby Van Sickler
If you are a Financial Planner or it the field, you should get this book. It will help solidify the world of social media within your practice.

Good information

 on January 3, 2014
By John T Brown Jr
A lot of great information was provided. Now I need to just to put a plan together to implement all the recommendations or ideas.

The book every financial advisor must read

 on February 10, 2013
By Dana L Mahoney
After many years in the financial services industry, Matt Halloran and Crystal Thies completely understand the world of a financial advisor — the need to market to attract and retain clients, the need to demonstrate expertise, and the need to navigate the important compliance standards established by broker dealers.

Must Read Book

 on August 19, 2014
By Edward J. Barton
This is a must read – and has the potential to transform ANY professional services business – not just FA. The book covers the landscape from compliance to HootSuite, and pretty much everything in between. It will walk you, step by step, through set up, strategies,pitfalls, compliance issues, suggestions for SEO, add-ons and management tools, as well as the latest in trend and tips on who to target and how to target them. This is a must have and must read book – for any professional looking to grow their practice – legal, accounting, FA or consulting. The tips transcend industry.

Senior Vice President

 on February 7, 2013
By alan Gladstone
Book was well written and very helpful I liked it a lot and would recommend it to any financial advisor who is interested in social media



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