Steps to Boost Your
Business by Creating
Groups in Social Media
For the Financial Professional
6
If you hope to…
 Deliver a
message to
the right
audience
If you hope to…
 Save time
and money
while
engaging
with clients
 Deliver a
message to
the right
audience
If you hope to…
 Use social
media in a
single place
 Save time
and money
while
engaging
with clients
 Deliver a
message...
Create Groups
1 Choose a Topic
Who is
your
audience?
EX: Gold Investors
1 Choose a Topic
Who is
your
audience?
EX: Gold Investors
What are
they
interested
in?
Gold!
1 Choose a Topic
Who is
your
audience?
EX: Gold Investors
What are
they
interested
in?
Gold!
Create a
group for
that topic...
2 Power your Profile
2 Power your Profile
Picture
Links
2 Power your Profile
Picture
Links
Disclaimer
Highlighted
Post
2 Power your Profile
Picture
Links
Disclaimer
Highlighted
Post
Investment
Products
2 Power your Profile
Picture
Links
Disclaimer
Highlighted
Post
Investment
Products
Video or
Slideshare
2 Power your Profile
Picture
Links
Disclaimer
Highlighted
Post
Investment
Products
Video or
Slideshare
2 Power your Profile
Picture
Links
Disclaimer
Highlighted
Post
Investment
Products
Video or
Slideshare
Twitter
Feed
3 Invite People to Join
3 Invite People to Join
3 Invite People to Join
4 Now, Start a Discussion
$Gold News!
4 Now, Start a Discussion
$Gold News!
Do you
agree that..What do
you think
about…. Weekly
free
advice!
5 Write Articles
Summarize
Key Points
Be EducatedShare
Read News
5 Write Articles
Summarize
Key Points
Be EducatedShare
Read News
5 Write Articles
Summarize
Key Points
Be EducatedShare
Read News
5 Write Articles
Summarize
Key Points
Be EducatedShare
Read News
5 Write Articles
Summarize
Key Points
Be EducatedShare
Read News
6 Share Useful Resources
Online Library
Join
Membership is free. Join now to…
 Use one-stop social media
 Create groups to engage with clients,
prospects
 Rema...
The compliant social media platform
for the financial industry
WWW. .COM
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6 Steps to Boost Your Business by Creating Groups in Social Media

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If you are financial advisor, asset manager or hedge fund manager hope to:

1. Deliver a message to the right audience
2. Save time and money while engaging with clients
3. Use social media in a single place

The best way is to create groups. Here we teach you 6 steps that can boost your business by creating groups in social media


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6 Steps to Boost Your Business by Creating Groups in Social Media

  1. 1. Steps to Boost Your Business by Creating Groups in Social Media For the Financial Professional 6
  2. 2. If you hope to…  Deliver a message to the right audience
  3. 3. If you hope to…  Save time and money while engaging with clients  Deliver a message to the right audience
  4. 4. If you hope to…  Use social media in a single place  Save time and money while engaging with clients  Deliver a message to the right audience
  5. 5. Create Groups
  6. 6. 1 Choose a Topic Who is your audience? EX: Gold Investors
  7. 7. 1 Choose a Topic Who is your audience? EX: Gold Investors What are they interested in? Gold!
  8. 8. 1 Choose a Topic Who is your audience? EX: Gold Investors What are they interested in? Gold! Create a group for that topic! Goldfingered Group
  9. 9. 2 Power your Profile
  10. 10. 2 Power your Profile Picture Links
  11. 11. 2 Power your Profile Picture Links Disclaimer Highlighted Post
  12. 12. 2 Power your Profile Picture Links Disclaimer Highlighted Post Investment Products
  13. 13. 2 Power your Profile Picture Links Disclaimer Highlighted Post Investment Products Video or Slideshare
  14. 14. 2 Power your Profile Picture Links Disclaimer Highlighted Post Investment Products Video or Slideshare
  15. 15. 2 Power your Profile Picture Links Disclaimer Highlighted Post Investment Products Video or Slideshare Twitter Feed
  16. 16. 3 Invite People to Join
  17. 17. 3 Invite People to Join
  18. 18. 3 Invite People to Join
  19. 19. 4 Now, Start a Discussion $Gold News!
  20. 20. 4 Now, Start a Discussion $Gold News! Do you agree that..What do you think about…. Weekly free advice!
  21. 21. 5 Write Articles Summarize Key Points Be EducatedShare Read News
  22. 22. 5 Write Articles Summarize Key Points Be EducatedShare Read News
  23. 23. 5 Write Articles Summarize Key Points Be EducatedShare Read News
  24. 24. 5 Write Articles Summarize Key Points Be EducatedShare Read News
  25. 25. 5 Write Articles Summarize Key Points Be EducatedShare Read News
  26. 26. 6 Share Useful Resources Online Library
  27. 27. Join Membership is free. Join now to…  Use one-stop social media  Create groups to engage with clients, prospects  Remain compliant with full recordkeeping & more – Free.
  28. 28. The compliant social media platform for the financial industry WWW. .COM

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