Spreadsheet Social

Focus on maintaining a consistent presence on social media. Your primary goal should be providing value to your audience over the long term. Metrics like likes and comments are often termed “vanity metrics” because they do not always translate into tangible business growth.

The real objective is to remain top-of-mind for your clients and potential clients. When they need financial help, you want your firm to be the first one they think of. Consistent, valuable engagement builds trust and ensures your firm is remembered when it matters most.