Financial Finesse Podcast S1 E6: Social Media Therapy

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1 Communications Expert Courtney McQuade Breaks Down Social Media

Communications Expert Courtney McQuade Breaks Down Social Media

Do you still feel vulnerable and unsure of yourself when posting on social media? Is imposter syndrome keeping you from even getting started? If so, you’re going to love this episode’s guest, Courtney McQuade, who shares her expert advice with me for overcoming the limiting beliefs so many of us have around social media and developing a successful and authentic social media strategy.

Courtney is Communications Manager for Integrated Partners, a $7.3 billion hybrid RIA, and a social media consultant for Citywire USA. She has nearly a decade of experience helping financial advisors develop their social media strategies. In this episode, we discuss the fundamentals of developing an effective social media strategy, how to communicate on social media to get the best results, and why finding and using your authentic voice is so important for long-term success. And be sure to listen to the end, when we go off topic and Courtney shares her favorite spot in the U.S. for buffalo wings!

Episode Highlights

[03:55] Courtney describes the similarities between posting on social media and communicating in real life.
[06:53] I ask Courtney to break down the basics of connecting with potential clients on social media and earning followers.
[09:30] Courtney discusses the steps total newbies can take to develop a successful social media strategy.
[12:34] I ask Courtney to share the specific ways we can word our social media posts to attract the attention of our target audience.
[15:09] Courtney references the Putnam Social Advisor Survey, which shows the majority of financial advisors who are active on social media attribute new client assets to their activities on these platforms.
[18:26] Courtney and I discuss the power of finding and using your authentic voice when posting and communicating on social media.
[23:54] We talk about how building our personal brands on social media has led to stronger connections with clients and peers in real life.
[24:36] Courtney shares her top three tips for developing a successful and authentic social media strategy.
[28:02] I ask Courtney to share her thoughts on outsourcing your social media strategy versus doing it yourself.