Connecting with business-owning and high-net-worth audiences on social media requires strategy and focus. In a recent Financial Planning article, Wealth Matters CEO Rosemary Denney shared her expertise on using platforms like LinkedIn, Instagram and YouTube effectively.
Rosemary explained that LinkedIn remains the most valuable platform for wealth advisors due to its professional audience and targeted reach. However, Instagram is gaining momentum as a space to connect with affluent clients more personally, while YouTube Shorts offer a fresh way to expand visibility through engaging, short-form video content.
She further emphasized that successful social media strategies focus on providing value to the audience, “If audiences are learning something concisely and poignantly, the engagement automatically follows.” Creating content that educates and resonates with client needs, rather than focusing on self-promotion, is essential for building meaningful connections.
To explore more strategies and learn how advisors can better connect with their audience, read the full article here.