Social Media Marketing Plan Template for Financial Advisors

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':"";if(a){var r=n.promos.showYahooLogo?"":"yns-no-logo";a=a.replace("{notifOnboardBtnLabel}",n.promos.notifOnboardBtnLabel).replace("{notifOnboardMsg}",n.promos.notifOnboardMsg).replace("{subscriptionTopic}",n.promos.subscriptionTopic).replace("{noLogoClass}",r).replace("{promoLogo}",n.promos.promoLogo)}var s=t.newCount>n.panel.maxCount?t.newCount:"",c=n.panel.notificationCenterPath,l=c?"":R,u=n.panel.headerMsg?"":" "+R,d=c?H:"",p=void 0;t.count?p=t.markup:p='{emptyPanelMsg}'.replace("{emptyPanelMsg}",n.panel.emptyPanelMsg);return e=e.replace("{notifMarkup}",p).replace("{promoMarkup}",a).replace("{hideClass}",l).replace("{notifCenterLink}",c).replace("{paddingClass}",d).replace("{headerMsg}",n.panel.headerMsg).replace("{hideHeaderClass}",u).replace(/{notificationCenterNavMsg}/g,n.panel.notificationCenterNavMsg).replace(/{newCount}/g,s)}},{key:"render",value:function(e,t){var n=this;if(n._panelNode){var o=void 0,i=n._panelNode,a=void 0,r=void 0;switch(e){case"expanded_panel":o='{promoMarkup}{notifMarkup}',r=n._store.getNotifications(),a=n._generatePanelMarkup(o,r),i.innerHTML=a;break;case"error_panel":a=(o='{errorMsg}').replace("{errorMsg}",n._config.panel.errorMsg),i.innerHTML=a}t&&t()}else t&&t(new Error("No panel parent"))}},{key:"createPanelParentNode",value:function(e){e&&(e.innerHTML='',this._panelNode=document.getElementById(P))}},{key:"updateBadgeNode",value:function(e){if(e){var t=this._store.getNotifications().newCount,n=this._config.badge.maxCount;if(t){var o=t>n?n+"+":t;e.innerHTML=o}else e.innerHTML=""}}},{key:"addStyles",value:function(e){if(e&&"undefined"!=typeof window){var t=document.getElementById(this._config.panel.styleTagId);t||((t=document.createElement("style")).type="text/css",t.id=this._config.panel.styleTagId,t.innerText=e,document.head.appendChild(t))}}}]),e}(),j=function(){function e(t,n,o){E(this,e);var i=this;i._store=n,i._view=o,i._config=t;var a=i._config.panel;i._panelParentNode=document.querySelector(a.parentSelector),i._badgeNode=i._config.badge.selector&&document.querySelector(i._config.badge.selector),i._indicatorNode=a.indicatorSelector&&document.querySelector(a.indicatorSelector)}return k(e,[{key:"createPanelParentNode",value:function(){this._view.createPanelParentNode(this._panelParentNode),this._notifPanelNode=document.getElementById(P)}},{key:"refreshPanelNode",value:function(e,t){var n=this;x(n._notifPanelNode,D),n._store.fetchNotifications(e,(function(e,o){var i=window.wafer&&window.wafer.base;i&&i.destroy(n._notifPanelNode),e?n._notifPanelNode.innerHTML||(n._view.render("error_panel"),x(n._notifPanelNode,D)):(n._view.render("expanded_panel"),n._view.updateBadgeNode(n._badgeNode),n._showBadge(),n._showIndicator(),n._view.addStyles(o.css)),N(n._notifPanelNode,D),i&&i.sync(n._notifPanelNode.parentNode),t&&t(e,o)}))}},{key:"resetBadge",value:function(){var e=this;e._store.resetNewCount(),e._view.updateBadgeNode(e._badgeNode),x(e._badgeNode,e._config.badge.hideClass)}},{key:"_showIndicator",value:function(){this._indicatorNode&&(this._store.getNotifications().newCount?x(this._indicatorNode,this._config.panel.indicatorClass):N(this._indicatorNode,this._config.panel.indicatorClass))}},{key:"_showBadge",value:function(){var e=this;e._store.getNotifications().newCount?N(e._badgeNode,e._config.badge.hideClass):x(e._badgeNode,e._config.badge.hideClass)}}]),e}(),Y={promos:{eligibleBodyClass:"display-push-promos",enableNotifOnboard:!0,bypassEligibleClassCheck:!1,notifOnboardBtnLabel:"Notify Me",notifOnboardMsg:"Get alerts for breaking news and top stories",promoLogo:"https://s.yimg.com/cv/apiv2/ae/news/circle_bell.png",showYahooLogo:!0,subscriptionTopic:"gondor_homerun_news"},badge:{hideClass:"",maxCount:5,selector:""},panel:{emptyPanelMsg:"You have no new notifications.",errorMsg:"",headerMsg:"Notifications",imageTag:"img:40x40|2|80",indicatorClass:"yns-indicator",indicatorSelector:null,maxCount:6,notificationCenterNavMsg:"View all {newCount} notifications",notificationCenterPath:"",notificationTypes:"",parentSelector:null,styleTagId:"notificationStyles",theme:"default"},service:{attemptCount:1,attemptDelay:2,url:null,resetUrl:null,isRMP:!1,responseType:"json",timeout:1500}},F={NotificationClient:function(){function e(t){E(this,e);var n=this;n.config=n._parseConfig(t),n._validateRequiredConfigs()&&(n._request=new S(n.config),n._store=new B(n.config,n._request),n._view=new U(n.config,n._store),n._panelController=new j(n.config,n._store,n._view),n._panelController.createPanelParentNode(),n._assignHelperMethods())}return k(e,[{key:"_parseConfig",value:function(e){var t={};for(var n in I(t,Y),t)if(t.hasOwnProperty(n)){var o=t[n],i=e[n];"object"===(void 0===o?"undefined":L(o))?I(o,i):t[n]=e[n]}return t}},{key:"_validateRequiredConfigs",value:function(){var e=this.config;return!(!e.panel.parentSelector||!e.service.url)}},{key:"_assignHelperMethods",value:function(){var e=this;e.helpers={refreshPanelNode:e._panelController.refreshPanelNode.bind(e._panelController),resetBadge:e._panelController.resetBadge.bind(e._panelController),resetIndicator:function(){N(e._panelController._indicatorNode,e.config.panel.indicatorClass)}}}}]),e}()},z="lnct",W=function(){function e(){var e,t;this.personalized=!1,this.ybarElem=document.getElementById("ybar"),this.partnerClasses=null===(t=null===(e=this.ybarElem)||void 0===e?void 0:e.className)||void 0===t?void 0:t.match(/ybar-variant-([a-z]*)/),this.client=new F.NotificationClient(this.getConfig())}return e.prototype.refreshPanel=function(){var e,t,n,o=this,i={lastUpdate:this.getTimeStamp()||this.setTimeStamp(),loadInHpViewer:!0,includePersonalized:this.personalized},a=(null===(e=window.YAHOO)||void 0===e?void 0:e.context)||(null===(t=window.Af)||void 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n="on".concat(e),o=window.YBAR[n];o&&(t[n]=o)})),window.YBAR.wssid&&(this.wssid=window.YBAR.wssid),window.YBAR.appid&&(this.appid=window.YBAR.appid)),ye.forEach((function(e){var n="on".concat(e);c(e,(function(){for(var o,i=[],a=0;a0){if(o&&i){var n=t>99;o.classList.add("".concat(At)),i.classList.add("count-loaded"),o.textContent=n?"99+":t+"",n?o.classList.add("".concat(Ct)):t>=10&&o.classList.add("".concat(St))}e.onDestroy((function(){o&&(o.textContent="")}))}})).catch((function(){}))}(e,s)}));var Ut="_yb_1e46uhr",jt=function(e,t){var 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n=e.getConfig();"smartphone"===n.device&&("finance"===n.property&&"crunch"===n.ytheme&&e.addElementListener(t.searchInput,"click",(function(){var n,o;n="search_input_focus_click",null!==(o=re())&&(oe[n]||(oe[n]=o)),e.addElementListener(t.searchForm,"click",(function(){if(t.ybar){if(t.ybar.classList.contains("ybar-searchbox-assist-fullscreen"))return;t.ybar.classList.add("ybar-searchbox-assist-fullscreen"),t.ybar.classList.add("ybar-searchbox-assist-fadein")}if(!document.documentElement.classList.contains("ybar-overlay")){document.documentElement.classList.toggle("ybar-overlay"),document.body.classList.add("ybar-overlay-noscroll");te("ybar","websrch","",{elm:"expand",subsec:"searchbox",itc:"1"})}}))})),e.addElementListener(t.searchBoxPlaceholder,"click",(function(){zt(e,t)})),e.addElementListener(t.searchBoxPlaceholder,"keydown",(function(n){var 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n,o,i,a=e.getConfig();if(t.ybar&&["desktop","tablet"].includes(a.device)&&(null===(n=a.bucketConfig)||void 0===n?void 0:n.highlight_searchassist)&&(null===(o=a.bucketConfig)||void 0===o?void 0:o.overlay_class)){t.ybar.setAttribute("data-ovrly-bkt",a.bucketConfig.overlay_class),null===(i=t.searchForm)||void 0===i||i.classList.add(Yt[a.bucketConfig.overlay_class]);var r=document.createElement("div");r.classList.add(Yt.overlay,Yt[a.bucketConfig.overlay_class]),document.body.appendChild(r),e.onDestroy((function(){document.body.removeChild(r)})),e.addElementListener(t.searchForm,"focusout",(function(e){if(t.searchForm&&t.searchInput){var n=e.relatedTarget;n&&!t.searchForm.contains(n)&&window.YAHOO.SA&&window.YAHOO.SA.apps&&window.YAHOO.SA.apps[0]&&window.YAHOO.SA.apps[0].view.shown&&window.YAHOO.SA.apps[0].view.hide()}}))}}(e,o),Gt(e,o),o.searchGradientBorder){var i=!1;o.searchInput.addEventListener("keydown",(function(e){var 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Approximately 40% of advisors use social media as a marketing tool, according to a 2024 Kitces report titled "How Financial Planners Actually Market Their Services."1 A social media marketing plan template offers a starting point for developing, implementing and monitoring outreach campaigns.Add new clients and AUM at your desired pace with SmartAsset's Advisor Marketing Platform. Sign up for a free demo today.A template is a customizable document that serves as the framework for developing plans. In the case of marketing, templates can help advisors to flesh out the specifics of their campaigns, including:Who they're hoping to attract (i.e., their ideal clients)Which marketing strategies they want to incorporateKey metrics for monitoring the success of their campaignBudget details for implementing the campaignUsing templates, whether it's for social media marketing, email marketing or content marketing, can facilitate the planning process and improve lead generation results. Customization and shareability are key, as it's important to use templates that you can adapt to fit your business's needs, and that are accessible to the key members of your marketing team.While the format may vary, social media marketing plan templates for advisors typically include the same elements. Here are some of the key focus areas to consider:Executive summary/objectives: Identifying clear goals is critical for effective social media marketing. Including a summary of your goals or objectives at the top of your template ensures that every team member who reviews it is on the same page.Target audience/buyer persona: Understanding your ideal client's needs, challenges and desires is central to any marketing plan. If you've developed an ideal client avatar or buyer persona, you might include that in your social media marketing template. And if you don't have these tools in place yet, you may want to spend some time thinking about who it is you want to attract to your business and how you're uniquely positioned to serve them.Detailed goal breakdown: Before you can implement a marketing plan, you need to know what you hope to accomplish. For example, do you want to grow your social media following by 5,000 people? Increase your post engagement rate by 20%? Gain five new leads per month from social media? The more specific, measurable and actionable you can make your goals, the greater the likelihood of achieving them.Marketing strategies: The meat of your social media marketing template is your strategy. That includes the social media channels you plan to use, how frequently you plan to post to each of them, what kind of content you plan to share across each one, the start and end dates for specific marketing campaigns you plan to develop, and how critical tasks will be assigned. You'll also need to give some though to the message you want to convey to prospects, and what your brand voice should sound like.Budget/costs: One of the benefits of social media as a marketing tool is that it can be very low-cost. You can establish your accounts for free, and if you're creating all of the content yourself, you don't have to worry about any additional costs. However, you may decide that you want to spend money on digital ad campaigns or outsource social media management to a marketing agency or virtual assistant. If you're accounting for those types of things in your budget, you can include them in your marketing template.Metrics/tracking: Establishing a social media marketing plan can help your business grow, but you'll need some metrics to measure that growth. Adding some key performance indicators (KPIs) to your marketing template can help you track what's working and what's not with individual campaigns, or your marketing strategy as a whole. For example, you might measure engagement rates, click-through rates if you're attempting to drive traffic to your website, opt-in rates for lead magnets you offer through social media channels, and follower counts.Content calendar/schedule: A content calendar is key to staying organized when launching and managing social media marketing campaigns. Your content calendar allows you to see at a glance what content will be posted on which channels and when. This may be especially helpful if you plan to repurpose content or want to keep track of seasonal content, such as year-end financial planning tips you want to share with your audience.Task assignment: Once you've worked out the details of your social media marketing plan, the last step is determining who will do what and when. Adding a task assignment or responsibility list, along with a realistic timeline, can make it easier for you and your team to keep track of your plan implementation.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,966.28 +44.82 (+0.65%)Dow 3049,504.07 +237.96 (+0.48%)Nasdaq23,671.35 +191.33 (+0.81%)Russell 20002,624.22 +20.32 (+0.78%)VIX14.49 -0.96 (-6.21%)Gold4,500.90 +40.20 (+0.90%)Trending tickersBTC-USD Bitcoin USD 90,668.78 +199.69 (+0.22%)ETH-USD Ethereum USD 3,095.90 +13.15 (+0.43%)XRP-USD XRP USD 2.09 +0.00 (+0.20%)BTC-CAD Bitcoin CAD 126,206.41 +277.96 (+0.22%)SOL-USD Solana USD 136.09 +0.27 (+0.20%)PortfolioSign in to access your portfolioSign inTop gainersNBY NovaBay Pharmaceuticals, Inc. 19.16 +9.70 (+102.54%)CGON CG Oncology, Inc. 54.20 +12.27 (+29.26%)APLD Applied Digital Corporation 37.68 +5.74 (+17.97%)UWMC UWM Holdings Corporation 5.36 +0.65 (+13.80%)OPEN Opendoor Technologies Inc. 7.29 +0.86 (+13.37%)Top losersODD Oddity Tech Ltd. 35.42 -3.09 (-8.02%)MDGL Madrigal Pharmaceuticals, Inc. 514.06 -42.16 (-7.58%)ALM Almonty Industries Inc. 8.63 -0.68 (-7.30%)MMSI Merit Medical Systems, Inc. 86.38 -6.80 (-7.30%)WVE Wave Life Sciences Ltd. 13.84 -0.99 (-6.68%)Most activeINTC Intel Corporation 45.55 +4.44 (+10.80%)OPEN Opendoor Technologies Inc. 7.29 +0.86 (+13.37%)NVDA NVIDIA Corporation 184.86 -0.14 (-0.08%)PLUG Plug Power Inc. 2.1900 -0.1300 (-5.60%)ONDS Ondas Holdings Inc. 13.69 -0.32 (-2.28%)Top economic eventsEarnings eventsMy earnings eventsEarnings events