SlideShare a Scribd company logo
1 of 31
1
Samantha Russell
Chief Evangelist, FMG
@SamanthaTwenty
/samanthacrussell
srussell@fmgsuite.com
2
Stacy Havener
Founder, Havener Capital
@stacyhavener
/stacyhavener
stacy@havenercapital.com
3
4
5
6
1. Set Up Personal
AND Business Pages
Step 1: Claim your business name/profile
on BOTH regardless
Step 2: Establish a face for your brand
Step 3: Have employees/personal pages
share content that tags the business page,
or re-share content from business page.
Expect Personal page to perform better
7
2. Upload an A+
Headshot & Banner
Image
1. Use a high-resolution image
2. Make sure photo LOOKS like you
3. SMILE (show your teeth)
4. Wear what’d you’d wear to work
5. Take the photo in natural light
6. Create a Custom Banner Image using
Canva (1128 (w) x 191 (h) pixels)
7. Choose a template here:
https://www.canva.com/linkedin-banners/templates/
8
3. Write a Great
Headline
1. Articulate your unique value. “I
help people
__________________ and my
approach is different because
__________________.”
2. Use the 120 Characters wisely!
3. Don’t be gimmicky
9
4. Personalize your LinkedIn URL
1. Follow these instructions to
personalize
2. Best to edit for SEO purposes
3. A good URL may contain just your
name, your name plus your title, or
your name plus your certification.
10
Examples:
5. Turn Your Summary
Into Your Story
1. NEVER leave the summary section
blank!
2. Don’t just list jobs + skills. Tell your story
3. Bring to life why your skills matter – and
the difference they make to the people
you work with.
4. Write in 1st Person!
5. Don’t forget the “Featured” section -
highlight awards, your best content, etc
11
12
13
Follow the 80/20 Rule 👇👇
For every 1️⃣ thing you post to your own feed,
Comment on at least 5️⃣ other people's posts
14
14
15
Get Conversations Going - Be SOCIAL!
16
Misconception -
Financial Services
Content is BORING 😴
and no one engages.
766 comments says
that is NOT true!
17
18
19
How This Works in Real Life
22
23
Old Way: Tease Content Share
Link
24
Now: Give Info Upfront No Click
Needed
25
Real Advisor Examples:
26
Yes, You Can Still Share Links!
27
28
29
● Mobile App to push out breaking news
● FINRA - reviewed content
● Direct Integrations with for easy compliance
● New Do It For Me Program
Contact Us: Marketing@fmgsuite.com
Overwhelmed?
Need Help? We Get it!
30
31
NEW: FMG Mobile App
+ Chat GPT Captions
● Get notified when news breaks and we have an
article for you to share (social & email)
● See all your scheduled content in one place
● Add “Zero Click Content” style captions with the
click of a button using our AI integration
● EDIT to make them your own!

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Why Advisors Do Social Media Wrong (And How You Can Get it Right)

  • 1. 1
  • 2. Samantha Russell Chief Evangelist, FMG @SamanthaTwenty /samanthacrussell srussell@fmgsuite.com 2
  • 3. Stacy Havener Founder, Havener Capital @stacyhavener /stacyhavener stacy@havenercapital.com 3
  • 4. 4
  • 5. 5
  • 6. 6
  • 7. 1. Set Up Personal AND Business Pages Step 1: Claim your business name/profile on BOTH regardless Step 2: Establish a face for your brand Step 3: Have employees/personal pages share content that tags the business page, or re-share content from business page. Expect Personal page to perform better 7
  • 8. 2. Upload an A+ Headshot & Banner Image 1. Use a high-resolution image 2. Make sure photo LOOKS like you 3. SMILE (show your teeth) 4. Wear what’d you’d wear to work 5. Take the photo in natural light 6. Create a Custom Banner Image using Canva (1128 (w) x 191 (h) pixels) 7. Choose a template here: https://www.canva.com/linkedin-banners/templates/ 8
  • 9. 3. Write a Great Headline 1. Articulate your unique value. “I help people __________________ and my approach is different because __________________.” 2. Use the 120 Characters wisely! 3. Don’t be gimmicky 9
  • 10. 4. Personalize your LinkedIn URL 1. Follow these instructions to personalize 2. Best to edit for SEO purposes 3. A good URL may contain just your name, your name plus your title, or your name plus your certification. 10 Examples:
  • 11. 5. Turn Your Summary Into Your Story 1. NEVER leave the summary section blank! 2. Don’t just list jobs + skills. Tell your story 3. Bring to life why your skills matter – and the difference they make to the people you work with. 4. Write in 1st Person! 5. Don’t forget the “Featured” section - highlight awards, your best content, etc 11
  • 12. 12
  • 13. 13
  • 14. Follow the 80/20 Rule 👇👇 For every 1️⃣ thing you post to your own feed, Comment on at least 5️⃣ other people's posts 14 14
  • 15. 15
  • 16. Get Conversations Going - Be SOCIAL! 16
  • 17. Misconception - Financial Services Content is BORING 😴 and no one engages. 766 comments says that is NOT true! 17
  • 18. 18
  • 19. 19
  • 20. How This Works in Real Life
  • 21.
  • 22. 22
  • 23. 23 Old Way: Tease Content Share Link
  • 24. 24 Now: Give Info Upfront No Click Needed
  • 26. 26 Yes, You Can Still Share Links!
  • 27. 27
  • 28. 28
  • 29. 29
  • 30. ● Mobile App to push out breaking news ● FINRA - reviewed content ● Direct Integrations with for easy compliance ● New Do It For Me Program Contact Us: Marketing@fmgsuite.com Overwhelmed? Need Help? We Get it! 30
  • 31. 31 NEW: FMG Mobile App + Chat GPT Captions ● Get notified when news breaks and we have an article for you to share (social & email) ● See all your scheduled content in one place ● Add “Zero Click Content” style captions with the click of a button using our AI integration ● EDIT to make them your own!

Editor's Notes

  1. One study of 800 profile pictures found that people view you as more likable, competent, and influential if you smile in your pic. And smiles that show teeth were rated twice as likable as closed-mouth smiles.
  2. One study of 800 profile pictures found that people view you as more likable, competent, and influential if you smile in your pic. And smiles that show teeth were rated twice as likable as closed-mouth smiles.
  3. One study of 800 profile pictures found that people view you as more likable, competent, and influential if you smile in your pic. And smiles that show teeth were rated twice as likable as closed-mouth smiles.
  4. One study of 800 profile pictures found that people view you as more likable, competent, and influential if you smile in your pic. And smiles that show teeth were rated twice as likable as closed-mouth smiles.
  5. 1. Don’t start posts with “I”, “My” or “We” ➡️ instead, address the benefit to the reader. Example: Instead of “My social media tips”, say “How to write better social media posts”.
  6. How do we as an industry remedy this? 🚨👉 Content Marketing 👈🚨 When someone watches your videos, reads your words, and hears you explain things....it immediately helps put them at ease. It makes them feel like they "know" you. And psychology tells us that the more we feel like we know someone, the more likely we are to trust them. Content Marketing removes "fear of the unknown" and builds trust. What other tactic can work so well (and at scale!) in this industry?
  7. How do we as an industry remedy this? 🚨👉 Content Marketing 👈🚨 When someone watches your videos, reads your words, and hears you explain things....it immediately helps put them at ease. It makes them feel like they "know" you. And psychology tells us that the more we feel like we know someone, the more likely we are to trust them. Content Marketing removes "fear of the unknown" and builds trust. What other tactic can work so well (and at scale!) in this industry?