social marketing financial advisors
I can never get enough of talking about social marketing. One of my favorite financial advisors with which I’ve had the good luck to work is Kelly Welker, President of Renaissance Wealth Management Group of Texas. Kelly is one of those service professionals who understands that her brand and her presentation are crucial to establishing and maintaining her reputation.

In this first interview, I talk with her about her social marketing techniques she uses to identify and connect with her ideal clients. She has chosen a very particular niche, catering to NFL players and other professional athletes. Kelly’s adept use of social marketing and marketing automation have helped her create a robust online presence with minimal time commitment.

In the second interview, we talk about what makes for a good LinkedIn profile, something every financial advisor and service professional should think about.

I hope these two videos help give you some ideas for your own social marketing.

Watch more Craig Chats here.

Craig Faulkner

Craig J. Faulkner enjoyed a successful career as a Certified Financial Planner and a Registered Investment Advisor before he founded Emerald, a large financial services marketing company he ran for twenty years. He pioneered new marketing approaches for the financial services industry, including a line of seminars that is still used by thousands of financial professionals. In 2011, Craig formed FMG Suite to explore digital marketing technologies for financial advisors.

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