Although social media and applications (apps) may still have
some compliance hiccups in the adviser world, they can be useful marketing
tools to grow your business.
Postagram is an emerging app that combines the old with the
new. For 99 cents per Postagram, users can employ their smartphone or tablet to
design and order physical postcards to be mailed. The postcard can include
photos from Instagram, Facebook or your camera roll, along with a personalized
message. The finished product includes a perforated photo that can be torn out
of the postcard, which the recipient can hang on his bulletin board, computer
monitor or fridge. Retirement plan advisers interested in this app can send
Postagrams to plan sponsor clients and prospects, participants, industry
connections and others.
Here are a few ideas to get you started on using Postagram
to grow your advisory business. As always, it is important to check with your
compliance department before using the app for work-related marketing:
Send pictures of industry events. Advisers can snap
photos at industry conferences or other relevant events and send a
Postagram—with an event photo included—to industry connections. The message
could be something like, “Great to see you at the (event’s name)!” and include
your contact information so the recipient can get hold of you in the future.
If your company hosted the event, you could also send a
Postagram to those who could not attend, with a message such as, “Sorry you
couldn’t make it to our event. Hope to see you at the next one!” and again add
your contact information.
Send business cards to prospects. Rather than include
a photo in the space, you could also design a “postcard” business card: Create
a simple JPG, PNG or GIF image that includes your contact information and drop
it into the photo box. Recipients can then tear out your business card and
refer to it when needed.
This is a particularly useful way to reach out to potential
clients. A simple message on the Postagram can offer the prospect assistance:
“Need help with your retirement plan? Call or email me, any time.”
Send news to your clients. If your company is
relocating, Postagram is a great way to spread the news. Include a photo of
your new location and a message such as, “We’ve moved! Here’s our new address.”
This can also be used to announce that you have opened a new location or merged
with another company.