Maximize your online potential

By Staff | March 1, 2013 | Last updated on March 1, 2013
2 min read

If you’re not taking advantage of social media sites like Facebook, LinkedIn and Twitter, you might be living in a cave.

So get online and connect with clients using these free tools, which allow you to demonstrate your knowledge. This, in turn, can garner referrals.

Read: Social media engagement drives referrals

The online world is indeed where many clients are going to assess businesses and services. Think of the last time you booked a hotel or went to a new restaurant. Didn’t you Google the latest reviews?

Which is another reason to get online—to monitor what others say about you.

Read: Turn online reviews into referrals

And social media sites aren’t the only outlets where you can promote yourself. The Internet offers a plethora of opportunity for you to prospect clients at just the click of a button.

The most important tool is your website. Every single touch point you create for yourself should lead readers back to your site. Keep it up-to-date and reader friendly.

Read: 8 ways to improve your website

When it comes to online marketing material, make sure it downloads automatically onto your client’s desktop, and includes hyperlinks back to your website.

Here are some additional articles to make the most of your online presence.

Read: Find new clients online

Read: Top 7 media links for advisors

Read: Maximize your online marketing potential

Read: 3 social media principles for advisors and firms

Read: Reconnect Twitter and LinkedIn

Read: Creating your online presence

Read: An advisor’s guide to online marketing

Read: Regulation doesn’t stifle social media

Read: Prospect for clients online

Read: Building Twitter influence staff


The staff of have been covering news for financial advisors since 1998.