How Advisors Can Build an Authentic Online Presence

Recorded by: Brad Swineheart

In this industry, it’s important to be recognizable and credible as an expert so that when you speak, they will listen. And that means you need to get your message out across multiple channels.

In this episode, Brad Swineheart is joined by Jason Pereira, Senior Financial Planner and Portfolio Manager at Woodgate Financial Inc. to discuss how to invest more time into understanding and living on multiple social media channels in order to boost your marketing efforts.

In this episode you will learn:

  • How an advisor can build an authentic online presence
  • The importance of consistency when putting out content
  • Why LinkedIn is the number one focus for getting started on social media as an advisor
  • How to structure the same content content differently for each platform
  • And more!

Tune in to learn more about how to provide compelling value to the audience you are targeting!

Related: Positioning Your Clients for the Potential of Future Tax Changes