The Social Savvy Advisor

16 November 2017

Hedge maze

One of the less favoured features of human nature is the difficulty we have launching ourselves into action, even when we know it’s the right thing to do. You know you should exercise more, eat less salt, read more, call your loved ones, but converting intention into action can be maddeningly challenging. This is especially so when tackling something new, not particularly enticing, or both.

Like a new social media strategy for your business.

Right off the bat, let us remove the illusion that anyone under a certain age is better suited than you are to manage your social media activities.

For those advisors who still struggle to get off the starting line of a social media plan, Franklin Templeton Academy has developed an on-demand training course, The Social Savvy Advisor, designed to kick-start your social media strategy in a way that makes sense for you and your business.

There are many people still not sold on the potential value of social media for an advisory business. But maybe that’s because they’re looking at it from the wrong perspective. How can social media serve as a constructive business tool? It can be just like an in-person conversation with clients.

The Social Savvy Advisor course explores the potential social media has to protect and grow your business and keep it relevant. It’ll walk through the not-so-basic basics of crafting a social media story, laying out a manageable plan that you can actually commit to, and creating channel- and goal-appropriate posts.

It’s key to be socially strategic and use social channels in different ways to acquire, manage, and engage clients and prospects.

Chart showing savvy social media practices

To keep you honest and set you up to hit the ground running, the course includes worksheets that guide you through the process of constructing your plan. You’ll answer simple questions about your style, goals, and available time, and your answers will make up your social media map, your recipe for social success, and your clear and workable plan of attack.

Maybe you’ll be pleasantly surprised to find that spending a single, focused hour per week on social media does more to solidify your client relationships than ten years’ worth of holiday cards. Or perhaps you’ll discover that adding 10 minutes a day of Google Trends research helps you increase the relevance of the social media activity you’re already doing, resulting in a satisfying uptick in engagement and referral opportunities. Whatever the result, you’ll have the tools you need to take that first step with confidence. Or at least a little less confusion.

The Social Savvy Advisor is the latest course from Franklin Templeton Academy Online that taps into our global pool of expertise to bring financial advisors engaging training across multiple facets of their business. Find out more by visiting Franklin Templeton Academy Online course catalogue today!

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