Financial planners can use social media to benefit their business with the technology providing an avenue to “funnel down” advice to current and prospective clients, the head of a self-managed superannuation funds (SMSF) training business said.
“Ultimately, what it’s going to allow us to do is have a funnel effect,” The SMSF Academy managing director Aaron Dunn said.
“None of us have the time or the inclination to sit there and have six or seven meetings a day talking about the educational issues and how things practically work. There are better ways in which we can now spend our time to deliver this,” Dunn told delegates at the 2012 SPAA SMSF National Conference on Wednesday.
Australians are searching for education that can be delivered through blogs, ebooks, videos and podcasts, which then filters down to live webinars and recorded seminars available online once they form an interest, Dunn said.
“This is how social media will change the way you present advice to clients,” he said.
“The endgame is they will come seek advice then become clients.”
Dunn said the educational content that Australians are searching for includes: why they should set up an SMSF, how investing works within an SMSF and how limited recourse borrowing works.
It is important for advisers not to feel as though they need to be an expert in social media, but rather use technology around them and think about how they will ultimately deliver their message, he said.
Dunn said selecting the right platform to deliver their message is equally important.
To view video coverage of the 2012 SPAA SMSF National Conference, please visit InvestorDaily‘s video page.
