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How to Build a Social Media Strategy for Your Practice

How to Build a Social Media Strategy for Your Practice | USA Financial
May 26
2023

Leap first and ask questions later. Does that sound like your current social media strategy? A lot of businesses fail to see results from social media because they dive in without a plan of action. If you want to be successful, it’s important to build out a strategy to ensure your use of social media aligns with your goals from the start. 

How you build a strategy for your business should be simple. Don’t stress.

I have four easy steps to share with you that will help you build your social strategy:

Step 1: Define Content Goals 

What are you trying to accomplish? These goals should tie to your business objectives (and there may be more than one). A couple ideas to consider: Are you looking to generate more clients? Or are you looking for greater engagement with existing clients? Be specific about what you want to achieve.

Step 2: Identify Your Audience

Do your research. Is there a specific age, demographic, or lifestyle behavior you’d want to target? Identify and know who your audience is.

Step 3: Evaluate Channel Opportunities

The right approach starts with investing in the right channels instead of trying to be everywhere aimlessly. You don’t need to be on every channel.

Evaluate the possible social channels that your desired audience spends the most time. What social channels help you meet your goals within your budget?

Step 4: Document Your Strategy

Distill your learnings from the first three steps and write down the details of your strategy. Be clear on your use of the social channel(s) you’re planning to use and focus on the established goals.

Lastly, review your strategy plan with your team or any key stakeholders in your business. This discussion is important because you can collaborate and work together to ensure you’re aligned with the strategy and achieving success.

Interested in learning more? For a more detailed approach to building your LinkedIn marketing strategy, take a look at our article "15 LinkedIn Marketing Tips for Financial Advisors".

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