Hot business tip number 13: Go social

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It is important advisers get involved in social media.

It is important advisers get involved in social media.

Social media continues to grow in importance as a communication channel, driven by the widespread use of mobile devices and the ease with which content can be created and shared. And contrary to popular belief, social media usage continues to grow strongly across all age groups.

2014 is likely to see us reach that tipping point, where more online content is accessed via mobile devices than traditional desktop/laptop browsers, making the role for social in your communications mix even more important. (According to our own research, more than one third of advisers already use social media with their clients, and more than half connect to their insurance partner via social.

As the foundation sponsor of the FS Smileys Award and the FS Power 50, Zurich has been at the forefront of recognising those advisers who are already demonstrating best practice in the use of social across their business. A collection of case studies – available from your Zurich BDM – showcases all the ways advisers are making social a mainstream communication channel, and includes examples spanning:

  • Prospecting – making new connections and advertising their business
  • Sharing breaking news with clients
  • Publishing written pieces to show expertise in a niche
  • Networking with and learning from peers
  • Seeking and publishing client testimonials
  • Boosting Google search ranking
  • Personalised videos for clients
  • Conducting surveys

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This is an extract from a collection of business improvement tips for advisers, launched at Zurich’s Trax2Success national roadshow, featuring the 2013 AFA Adviser of the year Jenny Brown.

Click here to read Hot business tip number 1: Look after yourself and your staff

Click here to read Hot business tip number 2: Survey your clients

Click here to read Hot business tip number 3: Place a higher value on your time

Click here to read Hot business tip number 4: Review your client onboarding process

Click here to read Hot business tip number 5: Adopt an estate planning methodology across your business

Click here to read Hot business tip number 6: Tailor your communication strategy by client generation

Click here to read Hot business tip no number 7: Change your approach to review meetings

Click here to read Hot business tip number 8: Create a differentiated service offering (segment your client base)

Click here to read Hot business tip number 9: Set up a Board of Advice

Click here to read Hot business tip number10: Develop a client retention strategy

Click here to read Hot business tip number 11: Run a program where staff drive improvements

Click here to read Hot business tip number. 12: Build your emotional intelligence

Click here to read Hot business tip number. 14: Get better at handling objections

Click here to read Hot business tip number. 15: Create stronger referral sources

Click here to read Hot business tip number. 16: Set up a Google account

Click here to read Hot business tip number. 17: Learn from leading advisers

Click here to read Hot business tip number. 18: Make better use of technology in your business

Click here to read Hot business tip number 19: Improve your office environment

Click here to read Hot business tip number 20: Develop a great value proposition

Click here to read Hot business tip number 21: Make more use of video in your business

Click here to read Hot business tip number 22: Optimise your website for mobile

Click here to read Hot business tip number 23: Have a marketing plan

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