Top Advisor Podcast

Ep. #17 – How One Top Advisor Uses His Personal Facebook Page to Win New Clients with Joe De Sena, CFP®

Listen Later

When I heard how Joe De Sena was using his personal Facebook page to build his business (and have fun in the process) I was skeptical. Boy was I wrong.

In this episode, Bill Cates is joined (for a second time) by Joe De Sena, CFP®, MBA, private wealth advisor at Siena Wealth Advisory Group, to discuss Facebook marketing for financial advisors. Joe discusses his success in using Facebook as a tool for enhanced client engagement, business growth, and lots of fun, without running Facebook Ads.

In this episode, Joe discusses: 

  • The challenges advisors face in using Facebook to market their businesses.
  • Why he decided to open up his personal Facebook page to clients and event prospects.
  • How his variety of fun and uplifting posts have built a “community” of clients, prospects, and allows Joe to be his genuinely social self.
  • The significant results of converting prospects into clients by being omnipresent.
  • Lessons he has learned from his experiences with using social media.

    • Resources:

    • Ep. #6 – Client Appreciation Events: Using Retirement Parties to Grow Your Business with Joe De Sena, CFP®

      • Connect With Bill Cates:   

      • [email protected]
      • (301) 497-2200
      •  Referral Coach Homepage
      •  Hire Bill for Coaching
      •  Enroll in The Cates Academy

        • Connect with Joe De Sena

        • LinkedIn: Joseph De Sena
        • Siena Wealth Advisory Group

          • About Our Guest:

          Joseph S De Sena: Joe De Sena CFP®, MBA is a private wealth advisor at Siena Wealth Advisory Group. Joe has been a financial advisor for 27 years. Joe is passionate about protecting his clients and their families from the unexpected. Joe loves to travel, read, run marathons and do charity work.

           

          ...more
          View all episodesView all episodes
          Download on the App Store
          Top Advisor PodcastBy Bill Cates
          • 4.7
          • 4.7
          • 4.7
          • 4.7
          • 4.7

          4.7

          37 ratings

          More shows like Top Advisor Podcast

          View all
          Mad Money w/ Jim Cramer by CNBC

          Mad Money w/ Jim Cramer

          4,066 Listeners

          Motley Fool Money by The Motley Fool

          Motley Fool Money

          3,215 Listeners

          Masters in Business by Bloomberg

          Masters in Business

          2,173 Listeners

          The Meb Faber Show - Better Investing by The Idea Farm

          The Meb Faber Show - Better Investing

          947 Listeners

          Capital Ideas Podcast by Capital Group

          Capital Ideas Podcast

          286 Listeners

          Animal Spirits Podcast by The Compound

          Animal Spirits Podcast

          2,025 Listeners

          Wall Street Breakfast by Seeking Alpha

          Wall Street Breakfast

          1,048 Listeners

          The Compound and Friends by The Compound

          The Compound and Friends

          2,121 Listeners

          The Long View by Morningstar

          The Long View

          919 Listeners

          Thoughts on the Market by Morgan Stanley

          Thoughts on the Market

          1,301 Listeners

          Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

          Kitces and Carl - Real Talk for Real Financial Advisors

          244 Listeners

          Excess Returns by Excess Returns

          Excess Returns

          86 Listeners

          Barron's Advisor by Barron's Advisor

          Barron's Advisor

          113 Listeners

          The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

          The Efficient Advisor: Tactical Business Advice for Financial Planners

          132 Listeners

          The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

          The Great Retirement Debate with Ed Slott & Jeffrey Levine

          151 Listeners