Social media 101: Your daily routine

By Craig Faulkner

Faulkner Media Group


Social media marketing holds great promise, yet most financial advisors don’t know where — or how — to begin. They need a daily routine.

With email, for example, most financial advisors have a daily routine. They check messages three or four times a day and try to keep their inbox at manageable levels. If email is a constant interruption, time experts warn, it lowers productivity.

Social media requires a similar discipline. When working with Facebook, LinkedIn and Twitter, financial advisors need a daily strategy so they can be efficient and effective when on the Internet. Without a systematic approach, social media will become unwieldy and not produce the results you are looking for.

With Facebook, your routine should include reviewing your pending friend requests, checking new messages and scanning other notifications. Total time: less than 10 minutes.

On LinkedIn, make a practice of checking your news feed and inbox each day. Also, review the groups that you’ve joined: Total time: less than 10 minutes.

Twitter can take the most time if you don’t have a plan. Your daily routine should include checking updates on people you follow. If they have posted an article or link, you may want to reply or retweet the tweet to your followers. Each day, you also will want to check activity and messages on your account. Total time: 10 minutes.

As you become comfortable with your 30-minute social media routine, you will want to modify and adjust your daily schedule based on observation and feedback. For example, if you have more prospects following you on LinkedIn, you may want to spend one day creating an event for people to attend.

Social media is a tremendous new distribution channel to market your services. A quick plan of attack will help you get the best return on your social media investment.