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Retirement
nextAdvisor: Your toolkit for becoming a lifetime income influencer
Influencer resources to get started
Unlocking the power of social media
Social media has become an essential tool for retirement plan advisors. As more Americans become comfortable with financial planning content on social media, advisors have used it to help grow their practices and stand out from the crowd.
Connecting with clients and prospects about the importance of lifetime income solutions requires a multi-pronged outreach approach–and social media is a vital component of an advisors' marketing strategy. Learn valuable social media strategies from leading retirement plan advisors.
79%
of U.S. millennials or Gen Z'ers have gotten financial advice from social media1
85%
of advisors use LinkedIn as a marketing tool2
92%
of advisors who use social media for business purposes report that it has helped them get new clients3
Six key social media platforms to leverage
| TikTok | X (formerly Twitter) | ||||
|---|---|---|---|---|---|
| Where the pros go A professional branding tool, LinkedIn profiles showcase users' expertise, achievements and professional journey Advisors can connect with businesses' decision-makers in a professional setting by sponsoring content delivered to their target audience |
Wide appeal The most widely used social media platform, Facebook enables individuals and businesses to connect on a broad scale Advisors can reach a wide range of demographics, including Gen X'ers who use Facebook more than other social media platforms |
Visual storytelling Instagram is ideal for sharing visual content that can help humanize a company's brand Advisors can provide a behind-the-scenes glimpse into their work, share client success stories or discuss complex topics in a visually appealing way |
Short videos, big impact The fastest growing social media platform, more companies are seeing the benefits of TikTok's short video format Advisors can create and deliver informative videos that resonate with younger users, such as tips on saving, investing or budgeting |
News and networking X users stay updated on news and events, connect with friends and follow influencers and celebrities Advisors can share quick insights, provide links to longer content or comment on industry trends to keep followers informed |
Community conversations Reddit provides users with a forum to ask questions and have open conversations about many topics. Advisors can use it to keep their fingers on the pulse and get their name out there in an authentic way. |
Tools for success
Content generators
AI sites like ChatGPT can save time by writing first drafts of posts for you to adapt to your voice.
Design platforms
Sites like Canva, Shutterstock and others can help non-graphic designers put together professional looking designs.
Educational resources
Sites like LinkedIn Learning and HubSpot Academy provide social media training, data, research and other useful information.
Advisor resources
Resources for retirement plan advisors to help you stand out from the crowd
A how-to-guide for retirement plan advisors to help evolve your practice
Amplify your voice on lifetime income
[Copy & paste] Interested in learning more about lifetime income? I am here to help you navigate the evolving retirement landscape. Contact me today!
How to use social media resources
LinkedIn cover photo
- Click the Me icon on the top right (displayed as your profile picture)
- Click View profile
- Click the Edit button on the top right corner of your cover photo
- Select the downloaded image
- Click Save
Virtual meeting background image
- Open Zoom application
- Click on settings in the top right corner
- Click Background & effects
- Click the + button
- Select the downloaded image
Social post
- Right-click on the image above and select "Open image in new tab" and save it to your device
- Create a new social media post, upload the saved image, copy and paste the text
Please check your firm's social media policy prior to posting on any social network.
Know the lingo
Awards
- Brendan McCarthy: NAPA 2024 Top Social Media Influencers4
- Nuveen: With Intelligence Social Media Leader of the Year 20245
Explore lifetime income resources
What are the best practices for discussing lifetime income with plan sponsors? Jason Chepenik, George Fraser and Renee Scherzer discuss the value of facing this pressing conversation head on.
It’s imperative for plan sponsors to include participants in the lifetime income implementation process. Nicole Corning, Jeff Cullen, Paula Hendrickson and Bruce Lanser evaluate different solutions.
Brendan McCarthy and Tina Wilson discuss the critical role recordkeeping platforms play in the adoption of lifetime income solutions.
*Please note, certain content is intended for Financial Professional or Institutional Investor use only and Nuveen site registration may be required to view.
1 https://www.forbes.com/advisor/investing/financial-advisor/adults-financial-advice-social-media/
2 https://smartasset.com/data-studies/financial-advisor-marketing-strategies-2022
3 LinkedIn
4 NAPA Top Social Media Influencer is based on NAPA members nominating influencers for their use of video, infographics, text or live platforms in the following categories: plan advisors; DCIOs; recordkeepers/TPAs; and other retirement plan industry professionals.
5 Awarded to the individual or firm that has shown itself to be a leader in social media through insights and engagement with clients and the general public that have helped to deliver business goals.
Risks and other important considerations
All investments carry a certain degree of risk, including the loss of principal. Investment objectives may not be met.
Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.
This material is provided for informational and educational purposes only.
This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.
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