Social media can attract SMSF business
Using popular social media channels such as Facebook, LinkedIn, Twitter and YouTube can help financial advisers win new self-managed super fund (SMSF) business, according to SMSF Academy managing director Aaron Dunn.
Those channels will be increasingly important in appealing to younger and more technology-savvy SMSF members, Dunn said at this week's Self-Managed Super Fund Professionals' Association of Australia (SPAA) conference.
Tools such as blogs, webinars and Facebook could also help financial planners connect with a broader audience and keep clients and prospects updated, he said.
Twitter can make it easier for financial advisers to communicate online and Facebook can help them better understand their target audience and share their views, Dunn said.
The recent SPAA/Russell Intimate with SMSFs Survey indicated trustees remain sceptical of financial planners and rely more on mainstream media when making investment decisions. SMSFs are also attracting an increasingly younger demographic, the study found.
"Financial planners need to have a strong web presence to be able to demonstrate their knowledge and skills around SMSFs to attract business and make themselves stand out from the crow," Dunn said.
Recommended for you
For the 2025 financial year, all but one listed advice licensee has reported double-digit share price growth – but which licensee has seen the best performance and what activities have they enacted during the period?
Evidentia Group has confirmed its new executive leadership structure, having been formed from the merger between Evidentia and Lonsec Investment Solutions, to shape the future of managed accounts.
CC Capital, the last remaining player in the bid to acquire Insignia Financial, is still yet to finalise its offer, the firm has informed the market.
The top-performing investment platforms of 2025 have been revealed in the latest Money Management Advice Tech Review Survey by Agile Market Intelligence.
