Social Media: Mastering Twitter without Wasting Time

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MarketingPro's new social media automation tool gives financial advisors everything they need to launch and maintain a vibrant online presence--without taking them away from important time spent with clients.

Social media’s come a long way, and financial professionals who aren’t online are missing the mark. Industry-leading marketing firm MarketingPro has just made it a little easier for even the busiest financial professionals to succeed with the launch of Social Media Automation, a new social media solution that offers compliance-approved content and the ability to pre-schedule posts. The result – automated, ongoing social media campaigns.

“Advisors only have so much time in a day—we recognize that. Their priority should be managing the client experience and growing assets,” says Peter Montoya, President of MarketingPro. “Our priority has always been developing marketing content and solutions that save time and are easy to use. Our new social media tools are a natural extension of our suite of services —allowing our subscribers to quickly set up automated campaigns, then return to focusing on what they do best: assisting their clients.”

While some firms offer tools that make it possible to be online within compliance guidelines, there’s still one more hurdle: the time it takes to develop and maintain an effective social media presence. That’s why the new endeavor by is well-timed; as compliance and archiving systems make it possible for virtually any Financial Professional to tweet and post, MarketingPro stands ready with compliance-approved, share-worthy content and the automation to keep it posting regularly.

MarketingPro is the only firm in the industry that covers the full range of client communication—direct mail, e-mail, and social media—and provides not only compliance interaction, but pre-written content, automated campaigns, contact management features, and even an in-house printing facility. Montoya considers this all a strategic advantage—pointing out that different demographics prefer different types of communications.

“A next-gen investor might never respond to—or even look at—a direct mail piece; on the other side of the spectrum, retirees may prefer to receive newsletters or updates via e-mail or hard-copy mail, but never check Twitter for a great article link. We recognize that today’s Financial Professionals are serving clients across the spectrum, and want to make communications turnkey and effective for any demographic.”

The new Social Media Automation solution, an extension of MarketingPro’s suite of marketing resources, allows a subscriber to easily link social media accounts (Facebook, LinkedIn, Twitter) and set up ongoing campaigns in record time by choosing what types of messages should be posted, when, where, and how often. With a minimum of 10 new text-based social media posts provided each week, and no less than 15 new social media images each month, it’s incredibly simple to post timely, relevant content every day—and develop a strong online presence while providing great resources for both clients and prospects.

“Good content tied to automation is the key to our system,” says Jennifer French, Vice President of Key Accounts for MarketingPro. “Our solution allows advisors the ability to regularly provide content that’s really valuable and thought provoking. And they can schedule and manage a campaign for weeks, months—all within a few minutes, with a few clicks of their mouse.”

About MarketingPro:
MarketingPro, Inc. is the leader in marketing automation for Financial Professionals, providing solutions that save time and increase client satisfaction. The MarketingLibrary service provides online library of thousands of professionally written marketing materials (newsletters, financial articles, client letters, invitations and more) that seamlessly connects with compliance for pre-review and/or approval. The flagship MarketingPro service provides all of MarketingLibrary, as well as automated campaigns, email, direct mail, personal handwriting fonts, custom templates and letterhead, social media tools, and even a built-in contact management feature. Visit http://www.Marketing.Pro to learn more.

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Meghan McCartan
McCartan and Company
+1 (908) 3709498
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