How to Share Your Work (as a Financial Advisor)

January 24, 2024
5
min read

Remember Kenny Brooks?

The door-to-door salesman who went viral when cat videos were still the most popular thing on YouTube?

He was known for funny lines and more importantly, product demonstrations.

Consider this - would you rather buy something when a salesman is just telling you what it can do, OR after you've seen what it can do?

People don't like to be sold, but they love to buy.

So don't tell them what you do, show them.

And for some inspiration, wanted to share a few more tangible examples of how to show what you do as part of your marketing process:

View the tweet
Why it Works: 1) speaks directly to a niche and 2) makes someone think about their own situation if they're currently working with an advisor
View the original post
Why it Works: Showing the plan & metrics someone would get as a client, speaking to a pain point of those with existing advisors (long, boring documents)

🎡 To help with this, I made the same one-page document I use for client check-in meetings available as a free template here

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While this post didn't get a lot of engagement, I think it's another great example of sharing your work:

View Eric's tweet

Side note: It's surprising how many people never engage with your work, yet end up reaching out/becoming a client. You never know who's watching and the only way to make the most of an online presence is always showing up & putting out your best work.

To improve this tweet, I would bullet point a few of the most relevant wins, maybe turn it into a graphic—and then write a full blog post about it.

There are a lot of key points here for a Twitter post and if titled correctly, I think would perform well via Google Search over time.

Then a few hours after the initial tweet, I would reply to the original tweet with a link to the blog to read more.

This gets those who are interested onto your site and in an ideal world, is structured to convert visitors into clients.

Take a look at the original post and consider what you could share each week based on conversations & planning tasks with clients