The Efficient Advisor: Tactical Business Advice for Financial Planners

080: The 4-Step Formula to Crafting Compelling Social Media Strategy with Guest Max Kringen


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Does anyone else just want to be able to click an “easy button” for social media content? And not just any content… GOOD content. Custom content. Content that truly shares your story and compels future clients to reach out to you?  

I went out on a hunt for this “easy button” and – SPOILER ALERT – there isn’t one. 

HOWEVER, I did come across a framework and strategy to make custom content easier and more compelling. BINGO!

Max Kringen, Chief Storyteller at Tellwell, generously shares all the professional tips and tricks to create killer content. 

His formula:

1.     Introduce

2.     Educate

3.     Engage

4.     Remind

On today’s episode Max breaks down each category of his formula and gives specific examples of how financial advisors can use each step to connect with their clients and prospects. 

He also shares some trade secrets on the most powerful strategies to create, produce, and repurpose content! We also talked about a lot of strategies that really relate to your client experience. 

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LINKS FROM THE SHOW:

Connect with Max Kringen on LinkedIn

Learn more about Tellwell & their services

Here's Max's Hero's Journey Framework PDF

Handwritten card service Sent Well

Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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