Recently I attended the Investment News Women’s Advisory Summit. It was a great chance to see old friends, meet new ones, and learn about what’s happening in my business.
You’ve all been to work conferences where there are presentations that you’ve heard before and those that don’t apply too much to your business. I always feel if I learn just a little something (or 5 somethings) it was worthwhile. My next few blogs will focus on concepts I learned about at the event.
One cool idea from another advisor was the idea of being friends on Facebook with your clients. I am friends with a couple of you online (and I hope most of you in person!). But, never being personally active on Facebook myself, I never thought of pursuing this.
I see two advantages to expanding my Facebook footprint to clients: First, by seeing what you are up to on Facebook in your lives, I can make appointments be that much more pertinent to you.
Second, it’s fun! One of my clients is a fantastic photographer and I get to see his masterworks with that camera we talked about buying during his financial plan review. Another client is travelling to places I’ve always wanted to go, so I know to ask her for tips when I plan my trip.
By being friends with me on Facebook, you will enjoy informative articles posted between blogs and see a side of me you don’t normally in a one-hour meeting.
If you are interested, send me a friend invitation on Facebook. I’d love to have more friends. You can also follow me on Twitter @KristiSFP or connect on LinkedIn!
Watch the video below for more on my complex love/hate relationship with social media.