Content is King

 


The popular Netflix series on chess reminded me of my brilliant Dad who loved Chess. This week I’ll discuss how we can play our own game of Chess.  Hopefully, the three strategies will help your independent wealth advisory business win your game. They won’t need to be memorized, but it should be implemented. The strategies work in our post pandemic world. The pandemic has accelerated the need to change. This reality embraces some old beliefs, but the new strategies will help us win. 

Social Media 

Our clients use Social Media.  We should communicate our unique message using Social Media too. The business tools we need to become expert are LinkedIn and Twitter.  If our clients don’t know how to use either we should teach them.  The good news is both are free and are embraced by compliance.  I check my LinkedIn and Twitter feed several times each day.



Firewall 

Our clients and our regulators require we have a Firewall protecting client and corporate sensitive data. Every client and regulators should request our cyber security policies. The dog ate my policy won’t work. Additionally, the Firewall protects us from Russian hackers. Our world has changed requiring  us all to have a cyber security policy and a firewall. 


Audio Book 

We need to utilize new technology to get our messages in the public domain  I’ve chosen the write a book.  You can convey your message using a blog or a podcast.  There is no correct approach.  My advice is to ask your current clients what they use.  While they might not use social media they might be interested in learning how to open a Twitter or LinkedIn account.  Their kids and colleagues will be impressed.  There are no dumb questions.   


While we don’t need to memorize these three moves we might want to Castle our King. 

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