In a recent Nuveen article titled Amplifying Advisor Voices with Social Media, Alex Assaley, managing director of retirement plans in the HUB Bethesda office, shared his thoughts and experiences on using social media to connect with prospects and clients. He discusses practices to help others genuinely grow their practices by using creative and engaging social media posts, particularly on LinkedIn.
This article explores how, whether we like it or not, social media can be an important tool in growing our businesses and client bases. Particularly in the financial industry where we can choose to be both educators and guides in someone’s financial journey. The article covers three main goals you should be looking to achieve when using social media. The first is making sure that you’re creating content that your audience wants to see. For Alex, this means educational content that shows why his firm is the right choice for a given client’s needs. The second goal is to create versatile content that can branch multiple platforms and audiences while being engaging and meeting the necessary compliance requirements. This goal includes using your marketing team, if applicable, to ensure that your brand and message stays consistent. The final goal is to find the sweet spot in sharing both professional and personal content. You don’t want clients to get the sense you are not professional or don’t know your stuff, but you also want people to get to know you and your team. We all want to be reminded we’re human and sharing personal content on your social media can do that.
Alex was also the recipient of the inaugural 2024 NAPA Top Social Media Influencers. This accolade celebrates those retirement professionals who are doing it right and raising the bar for the industry as a whole. Alex has proven to be a true role model for HUB in the social media space.
HUB recognizes what a valuable tool social media can be for connection, recognition, and education. Our mission at HUB RPW is to help individuals approach their finances with confidence and help employers optimize their retirement plan offerings. That includes being creative in our approaches and meeting the individual or client where they are. Social media has proven to be a fantastic tool for this, and we are proud to have industry leaders like Alex leading the way.
“Alex’s advice to advisors starting social media is “Authenticity. Find the medium where you are comfortable and keep at it. If I look back at our earlier content, I can see how much it has evolved. But it took a long time, five years or more, to get good at it. It’s a long-term investment, just like a lot of other things we work on.”
– Alex Assaley, Managing Director of Retirement Plans, HUB Bethesda
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