Click to Play

What You'll Learn In Today's Episode:

  • It may take some time to figure out what works for you.
  • Be intentional about the time you dedicate to creating content.
  • The importance of being consistent in providing information on social media.
  • You need to commit to doing something in order to see results.
  • How the best content came from client questions.

Do you think that social media is an instant way to get referrals and clients? Do you just post anything that comes to mind and sit and wait for someone to knock on your door? On this episode of What Works Wednesday, Matt is joined by Dave Zoller of Streamline Financial Planning, who has created a successful system and process for attracting clients and referrals through social media and content marketing. Dave will share how he started creating content and the importance of being intentional about educating others and about your time.

Resources In Today's Episode:

Recommended Podcast

Encore Episode: Client Relationships And Connections With Guest David Gow

Building trust with powerful questions.

See More

The Shift from Cash Flow to Wealth with John Poole

It’s just math, not smoke and mirrors.

See More

Navigating the Future of Financial Planning With Seth Streeter [Episode 330]

What is your job as an advisor?

See More

Contact Us