Social Savvy Toolkit
Resources to connect you with clients and prospects in a digital world
Building your digital presence using social media or your website is essential for business today. But living in a fast, digital world can make it hard to keep up with the best ways to promote it online.
Use these tools to help develop your social brand, boost your digital presence IQ and connect authentically with clients and prospects — all highly effective ways to build the relationships that can build your business.
Resources for financial professionals
How to optimize your website to better promote your business (22419)
Use this search engine optimization (SEO) checklist to incorporate an SEO strategy into your website that can help attract visitors and introduce new prospects to your business.
Insights articles for you
- 5 essential tactics to build your social media brand
In a survery, 92% of financial professionals say they have gained new clients through social media. Here are five essential steps you should consider.
- SEO tips to help drive traffic to your website
How search engine optimization (SEO) can help increase the quantity and quality of traffic to your website with a checklist to get you started.
- Prospecting leads on LinkedIn
Expert tips to help you find, vet and interact with new clients on this powerful networking site.
- 5 ways to create an attention-getting website
Incorporate these best practices in your website to help boost traffic and make a lasting impression with visitors.
- Protect your business and clients with these cybersecurity tips
Today, protecting your business from cyberattacks is a must. Try these 10 tips to help protect your business financially and your clients’ information.
Tune in to these webcast recordings:
- Social Media 101
Discover how, what and when to share on your social platforms to connect with more prospects and clients in today’s virtual world.
- Social Media 201
Is social media working as well for you as it could? Discover how to expand your network, connect with more leads and build your brand.
- How to use paid social ads to boost business
Tips for why and how to create paid Facebook and LinkedIn ads, targeting the right audience and how to track success.
Tools to use with your clients
Smart Strategies article for your clients
- 5 cybersecurity safety tips
Nearly 99% of cyber account takeovers can be prevented. Help your clients protect themselves with these five cybersecurity safety tips.
Increase your product knowledge and get the sales tools you need to succeed. Check out the following resources for timely insight, in-depth product information and multiple client-approved materials designed to help you build better retirements and better your business.