Used by 300+ finance pros to stay top of mind and close more deals

Good question. You've got enough on your plate, and like a lot of brokers, advisers and accountants who've been in the industry for a while you've probably built up a really strong word-of-mouth referral network. Like you, we're not about chasing the next shiny thing – we know that relationships are key to business success – but it turns out social media is here to stay. When a prospect does their 5 seconds of due diligence on you, they want to see green lights. This means an online presence that positions you as the trusted expert you are. An online presence that tells them 'Yep, you should give this person a call.' Our content helps you close that gap so that referrals don't slip away. It also makes you so much more referrable. And last, but certainly not least, social media helps you be seen by a new audience and stay in touch with your existing clients so they won't be snatched up by a competitor. 

Getting started is simple. Once you've chosen your subscription there's a five day turnaround for us to send you your first month's content for review. We're always happy to jump on a call or Zoom meeting to have a chat, but we've set up our services so it's truly a done for you service and won't require much – if any – input from you. We have a range of subscription options based on how much you want to DIY vs outsource to us, and  how much social media support you're seeking – it all depends on how you want to work together. Whether you’re hands on or not, we will provide you with a copy of the content for approval before we schedule the automatic posting.

Have you ever been to a dinner party where the most fascinating, likeable and relatable person there was the one who talked about their job non-stop? Nope, didn’t think so. It’s important not to treat your social media accounts as your own private billboard. We should be bringing the social element back to social media, which means showcasing your expertise, values and personality via other topics that your target audience will find interesting. We produce content on lifestyle topics ranging from real estate to interior design to entrepreneurism. Once you’ve subscribed to a Social Broker social media package, you’ll be able to select which topics you want us to cover.

For us, the work isn’t complete until you tell us you love it. The process we undertake is geared towards creating content that you’ll be delighted with. We make an effort to understand your business, brand, and value proposition – ensuring that what we produce is a reflection of who you are. This involves a branding exercise to define your brand persona, messaging and themes.

We post content to Instagram, Facebook, LinkedIn, and Google Business. In our experience Instagram and LinkedIn are still largely untapped channels for finance professionals to reach their ideal client – so we recommend you focus your audience building efforts here. When deciding which platforms to focus on we also look at which have the best long term viability here in Australia, while attempting to spread risk between providers.

No. We have over 20 themes, which we customise to your brand – or we can create something from scratch. By the time you’ve undertaken our branding exercise, and we’ve spent time getting to know you and your business, your Social Broker content is unique and distinctive. We curate individual content calendars for each client, drawing from our very extensive, and growing, library of finance captions.