Never miss an opportunity to connect with your clients or prospects and react to key milestones as they happen.
Many people may not immediately share major milestones with their financial advisor. Instead, they share with their friends and family on social media. For instance, people often share their wedding day, pregnancy, birth of a child, graduation, or even an unfortunate death in their family. In fact, there are 8 major life events you should be listening for on social media.
To start, Facebook is the social media platform we recommend you to use. This is because people periodically share more personal life events on Facebook, relative to any other social network. In addition, we also recommend LinkedIn, as career milestones are typically noted on this social network.
Below is our step by step guide that explains how you can utilize Facebook to socially listen, so you can cultivate deeper relationships with your clients and prospects.
Using Facebook Search:
Facebook makes it super easy to search for a particular life event that your business targets.
1. Wedding and Engagement Announcements
All marriages need to consider budgetary matters. However, if you see a client or prospect recently get married, don’t harm them immediately on this issue. First, simply send a heartfelt congratulatory message to open the conversation. After that, just follow up with some financially related content that will be useful for them. Then end off with expressing how you are always available for a meeting.
2. Pregnancy Announcements
Having a child is a major milestone in someone’s life. However, everyone isn’t well-informed on the financial burden it can cause. When you see a client or prospect announce their pregnancy, simply offer your sincere congratulations, and then follow up with content that will secure their child’s financial future.
3. Graduation Announcements
Graduating from college is an exciting moment in someone’s life. All of someone’s hard work and dedication paid off. However, most people have the burden of figuring out the next chapter of their life once they graduate. Usually, financial priorities change due to intimidating student debt. Therefore, as a caring advisor, always congratulate the recent graduate, and then follow up questions regarding future career plans.
4. Destination Announcements
Purchasing a new home is a momentous experience in someone’s life. However, the feeling of excitement in moving into a new home can masquerade the reality of owning one. Owning a home is extremely expensive, and if someone is not prepared for the costs it entails, they can be blindsided by the expenses. Applaud the particular individual on their success, and then shift the conversation into destination-related content. This includes regional tax information or even fun spots in the area.
5. Divorce Announcements
Unfortunately, divorces are becoming a more reoccurring event in our culture. Divorce is not an easy process, especially when it comes to redistributing household assets and shared investments. Therefore, as an advisor, it’s important to help re-evaluate your clients’ budgets, credit, and finances. First, offer your sincere condolences, and then guide your client with their potential next steps during this difficult time.