TUNE IN ON YOUR FAVORITE APP

 

Social media can feel overwhelming with countless platforms, trends, and opinions, but in this episode, I simplify the process by helping you reset your social media presence. Learn how to conduct a social media audit, analyze your analytics, and make strategic adjustments that work for your financial business.

 

In this episode, I chat about:

• Resetting Your Social Media Presence
• Conducting a Social Media Audit
• Analyzing Your Analytics for Better Engagement
• Strategic Adjustments for Instagram and LinkedIn
• Building a Simplified Social Media Plan

 

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Social media can feel overwhelming, especially with the constant influx of new platforms, trends, and opinions on what you should be doing. But when used strategically, it can be a powerful tool for financial professionals to connect with their audience, build trust, and grow their businesses. 

 

Why You Need to Reset Your Social Media Strategy

 

Social media isn’t just about posting consistently; it’s about being strategic and intentional. If your social media strategy feels outdated or you’re not seeing the results you want, it’s time for a reset. 

 

Conducting a social media audit helps you understand:

• What’s working and what’s not
• If your messaging aligns with your brand
• Whether you’re engaging with the right audience on the right platform

 

Without an audit, you risk wasting time on strategies that aren’t bringing results. The goal is to double down on what works and eliminate what doesn’t, allowing you to create a more focused and effective social media presence.

 

Conducting a Social Media Audit: The Health Checkup for Your Online Presence

 

Think of a social media audit as a health checkup for your online presence. Just as you regularly go to the doctor to check on your physical health, you should be auditing your social media accounts to ensure they’re performing well and aligning with your business goals.

 

Key Areas to Audit:

1. Engagement and Results: What content is driving engagement and delivering results?
2. Brand Messaging: Is your messaging still aligned with your brand?
3. Audience Analysis: Is your audience still there, or have they moved on to another platform?

 

The main reason to audit your social media is to stop wasting time on strategies that aren’t working, so you can focus on what truly matters. There’s no point in maintaining a presence on a platform that brings zero results.

 

Resetting Your Instagram Strategy

 

Instagram can be a powerful tool for financial professionals, but only if used strategically. Here’s how to reset your Instagram strategy to maximize engagement and growth.

 

1. Profile and Branding Check

Your Instagram profile is often the first impression potential clients get of your brand. 

Make sure it’s professional and clear:

• Bio: Is your bio clear and up-to-date? Does it clearly state who you are and who you help?
• Profile Photo: Is your profile photo professional, clear, and aligned with your brand? It should be a photo of you.
• Call to Action (CTA): Do you have a strong CTA in your bio? For example, “Join my newsletter” or “Book a free consultation.”
• Highlights: Are your highlights organized and relevant? If they contain outdated content, update or remove them.

 

2. Content Performance Analysis

Analyze your content from the last three to six months to understand what resonates with your audience:

• Which posts had the highest engagement? Which had the lowest?
• What type of content performed best—reels, carousels, or static posts?
• Which topics resonated most with your audience?

 

If your best-performing posts were educational carousels, but you’re spending hours creating low-performing reels, it’s time to adjust your strategy. Focus more on what’s working.

 

3. Engagement and Audience Growth

Evaluate your audience growth and engagement rates:

• Are you gaining or losing followers?
• Are people saving and sharing your content? Saves and shares are now considered top engagement factors by Instagram.
• Are you interacting with your audience, or just posting and ghosting? Remember, engagement rate is more important than follower count.

 

4. Leveraging Instagram Stories

Instagram Stories are a powerful tool for engagement, yet often underutilized. Here’s how to use them strategically:

• Monitor Viewers: Regularly check who’s viewing your stories. Consistent viewers could be warm leads.
• Engagement Tactics: Use stickers, polls, and questions to encourage interaction.
• Timing Matters: Pay attention to when your audience is most active and post during those times for maximum reach.

 

Resetting Your LinkedIn Strategy

 

LinkedIn is an ideal platform for building connections, growing your network, and positioning yourself as an authority in your industry. Here’s how to reset your LinkedIn strategy for better engagement and growth.

 

1. Profile Optimization

Your LinkedIn profile is your professional storefront. Make sure it’s polished and optimized for your ideal audience:

• Headline: Is your headline clear about what you do, who you help, and how?
• About Section: Does your About section speak directly to your ideal clients?
• Banner Image: Ensure your banner is professional and mobile-optimized. Most users browse LinkedIn on their phones, so check how your profile looks on mobile.
• Contact Details: Make sure your contact details are easy to find.

 

2. Content and Engagement Strategy

LinkedIn’s algorithm favors engagement and meaningful conversations. Here’s what works:

• Content Types: Focus on text-based posts, videos, and LinkedIn articles—these tend to perform best.
• Deep Engagement: Engage deeply by commenting, connecting, and interacting with others’ content. On LinkedIn, the quality of conversations matters more than the quantity of posts.

 

LinkedIn engagement is about building trust. Think of it like networking at a professional conference, where meaningful conversations lead to valuable connections.

 

Making Strategic Adjustments

 

Now that you’ve audited your social channels, it’s time to make strategic adjustments to optimize your social media strategy.

 

1. Keep Doing What’s Working

If certain types of posts or content formats are performing well, do more of them. For example, if educational carousels are getting the most engagement, incorporate them more into your content strategy.

 

2. Eliminate What’s Not Working

Stop wasting time on strategies that aren’t bringing results. For example, if long-form articles aren’t getting any engagement, try shorter posts or different formats.

 

3. Realign with Business Goals

Your social media efforts should support your overall marketing strategy and business goals. Make sure you’re speaking to the right audience on the right platform. Avoid spreading yourself too thin by trying to be everywhere at once.

 

Building a Simplified Social Media Plan

 

Once your audit is complete, build a new, simplified social media plan:

• Choose Core Platforms: Instead of trying to be on every platform, focus on two core platforms that align with your audience.
• Content Pillars: Identify three to five key topics to consistently post about, such as tax tips, industry insights, or personal finance advice.
• Engagement Plan: Actively engage with your audience by setting aside time to comment, reply, and interact.
• Content Scheduling: Plan and schedule your content ahead of time to maintain consistency without feeling overwhelmed.

 

Social Media is a Tool, Not a Chore

 

Social media should serve your business, not the other way around. If showing up daily feels draining, create a schedule that works for you and prioritize quality over quantity. Focus on platforms and content that align with your energy and where your audience is actually spending time.

 

Take Action: Conduct Your Own Social Media Audit. Set aside one hour this week to conduct a social media audit for Instagram and LinkedIn. Identify what’s working, what’s not, and adjust your strategy accordingly.

 

Ready to Reset your Social Media? Book a free call for our “reset your marketing” offer where we will help you jumpstart your marketing and put the joy back into it.