1. Identify your audience
   1. Determine who your current followers/connections are and the type of content that would be suit them.
   2. Determine who is not currently following your page and what sort of content would cause them to follow/connect with you.
   3. If you are an insurance agency and majority of your followers are clients, do not ask to get them an auto quote. Instead offer to do a policy review.
2. Define your goals
   1. What are the measurables that will determine if your strategy is successful or not.
   2. This should be a realistic achievable goal, such as increasing your connections/followers by a specific amount.
   3. If running ads, this could apply to certain number of leads/opportunities generated.
3. Resource Allocation
   1. Time is money. Consider utilizing an expert to assist you with your goals, planning, strategies, and the ever changing social media landscape.
4. Use multiple platforms
   1. Every platform will have their own unique audience. While there may be some overlapping of your audience, people have their preferred platform.
   2. You should always be where your past customers, referral partners, and prospects are.
   3. We recommend a presence on the following ones;
      1. Facebook
      2. LinkedIn
      3. Instagram
      4. YouTube

5. Post relevant content regularly
   1. If you are just starting out, we recommend posting at least 3 times a week
   2. This content should apply to the audiences you have already defined.
   3. Posting regularly helps keep your business and content active in the newsfeeds
6. Interact with connections/followers
   1. Social media users like brands that interact with them
   2. Provides social proof of your business
   3. Increases brand awareness
   4. Supports your referral marketing efforts
7. Maintaining Professionalism
   1. Remember that you represent your business on these social media platforms.
   2. Ensure you have someone you trust running/supporting your channels.
   3. Follow any compliance/industry standards as needed
   4. Don’t post any personal opinions about politics/religion
8. Quality over Quantity
   1. Make sure you are posting quality content/information
   2. Create engaging content that your connections/followers will find ongoing value in
   3. Utilizing a social media calendar to help stay on track

Some ideas for Mortgage Brokers

• Share active real estate listings
• Share information about the housing market
• Share financial offers/informational tips
• Share mortgage news
• Discuss market conditions and what sorts of deals you can do
• Share success stories

 Some ideas for Insurance Agents

• Offer to do a policy review
• Promote life insurance
• Remind policy holders about ways to manage their policy online
• Promote a referral program
• Share local news events
• Discuss other lines of insurance you have, i.e business policies