The Power of Relationships

When it comes to having a successful business as a financial advisor, there is something that is almost more important than your financial know-how and your credentials: It’s your ability to network, connect with people and maintain good relationships.

The old ways of building and maintaining relationships with your clients and members of your community are still great. Joining local organizations such as the Shriners or Rotary club, being on boards of local charities or being an active member in a local church are all opportunities to interact with people and give them a chance to get to know you.

But things are changing, and for the better. Now there are many more ways to connect with people, and the professionals at AdvisorNet can help you take advantage of them. Make sure you’re taking advantage of your relationship-building tools and using them correctly.

Social Media

It’s time to jump on the bandwagon with LinkedIn, Facebook, and Twitter. When you build your contacts and “fan” base, you have a legitimate network that you can reach out to on a daily basis. There are just a few things to keep in mind when posting on social media:

* Post on a regular basis, but not too often. You want people to look forward to what you have to say, rather than feeling like you’re posts are clogging up their news feeds at the expense of others.

* Make sure to use these platforms as a place to share useful information or helpful tips. If everything you post is a hard sell it will turn people off.

* Use pictures when possible, especially when posting a link to an article. This is more likely to catch someone’s eye and invite a click-through.


These are far less expensive than the print newsletters of old, and are easily customized with special notices to meet your specific needs. Sending a newsletter on a regular basis, whether it’s monthly or quarterly, is a good way for you to stay in front of your clients and reach out to prospective clients. They are the perfect vehicle to share pertinent information about your business, as well as providing news and advice to your subscribers.

Let Us Help You

Building a successful presence on social media and creating content for newsletters can be time consuming. We know your time is better spent working with clients face-to-face. Let AdvisorNet help with your online marketing campaigns.

We provide full-service options for all of our clients, including writing and publishing monthly e-newsletters that can be used to provide content for scheduled posts on any number of social media platforms. As well, each different financial e-newsletter template can easily be customized with your corporate color scheme and logo. Check out our samples to find the package that’s right for you.

Click here to find the package that’s right for you.