How to create trust in your team through social media

Polly Barnfield shows how Barnes Wealth Management uses face-to-camera videos where advisers share financial tips and personal stories across Facebook, LinkedIn, Instagram and Twitter. The firm schedules posts with a content calendar, tracks engagement metrics, and benchmarks against competitors to refine what works.
Chapters
Today we're talking about how putting your team at the forefront can create trust in your business through social media. This is Barnes Wealth Management. They're a family run wealth management business and they like to connect with their customers regularly through social media. They're always present, always there. In particular they focus on Facebook and LinkedIn. One of the ways in which they do this is by having their team face to camera talking about anything from financial tips and education, giving insights into who they are as people and right through to, I guess, you know, the top pet peeves about their industry. Let's take a look. So what I love about this is it's about improving your financial situation during a cost of living crisis. He then shows us that he's done it himself which again makes it feel like, you know, even though he's a financial planner, there's things that we can all learn and then there's a step by step guide on what to do in order to sa save money. And small monthly savings can be compounded over years to significantly improve your financial position. So it's great because it gives me added value. It's clearly in his home and it's quite casually done, you know, him just holding the phone so it feels really relaxed and him just always, you know, like giving some top tips on, on something that he clearly knows a lot about but thinks that genuinely it would be helpful for me to understand. And that's something they do as they go through the various members of the team and they're always putting themselves out there and they're, they're talking about everything from quotes they love right through to financial tips, right through to when people have had babies or they're celebrating their wider team. Here this is all about putting your, putting the human side of your business to the forefront. Gives insights who they are as people and I think this really shows a much more down to earth approach to something that is quite a trick, tricky subject like money and wealth management. And even looking at the LinkedIn, it's exactly the same. They post a lot of videos on there and again they get a different level of engagement on there and again it just shows you the sheer amount of videos and the sheer amount of time that they spend on going into all of the different aspects of financial planning. And I think it's helpful for customers, potential customers and also just generally I think it just shows that you can trust the people behind the business and that's what really social media is all about. It's about gaining trust through showing your shop window, your digital Shop window if you like. So I guess if you were looking for a less corporate approach and a more one to one approach to finances, you're probably much more likely to buy into a social media approach like this because you can find a way to understand and trust the people behind it. Because guess what, they're always showing up, they're always present, they're always there. So anyone can do this. It's about being present, getting face to face with the camera, understanding your customers, ensuring that they understand and know the humans behind the business. Now if I was Barnes Wealth Management, what I'd be doing is wanting to make sure that I'm making the most of my time. So I'd want to make sure that I had all of my content scheduled in. So literally I would go to the maybe platform, go to content Calendar and I can schedule in across Facebook, Instagram and Twitter. I can also see the existing content that I've got in there so that I know what's been working, what's not. And it's good to kind of get a bird's eye view. But then the other thing that you can do is they can compare their calendar. So literally all the posts that they've created for that last week, they can compare it to any competitor. I'll just put in wealth, See what comes up. So basically they would choose a competitor. So say it was MIT Wealth Management, it might be this one, for example. They can literally go in and they can compare all of their social media posts to this wealth management business business and start to get a real feel for what's working for them versus what's working for this other company? Is it that actually they're getting more engagement or less engagement? Are there things that they can learn? Are there hashtags that they're using that actually would be better for Barnes Wealth Management to use, as you can see. And so you can literally go in and you can choose the post and you can see how many likes it's got shares, it's got the engagement, you can choose to duplicate it and you can also go in and see their ad. So it's just a really good way to not only scheduling all your content, but also to make sure that you have a bit of a bird's eye view on and maybe some inspiration from another business and indeed benchmarking your own. If you've got any questions whatsoever, click on the little blue button. We love to help.
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