Downloadable PDF: How to use social media to grow your financial advisor practice

We asked three financial advisors to share how they are using social media to write millions of dollars in life insurance and annuities each month.

Rory Douglas is a financial educator, bestselling author, and high-performance life coach. He is also a growing influencer, with more than 1 million followers on TikTok, over 105,000 on Instagram and more than 800,000 on Facebook.

Matt Sapaula is the chief distribution officer at PHP Agency Inc. He was the No. 1 producer out of 25,000 licensed agents, buying leads and hosting dinner seminars until he started agency building in 2011. He began to systematize his sales process with over 170,000 subscribers on YouTube, more than 350,000 followers on Instagram and 35,000 subscribers on Facebook.

Al Caicedo is president and owner of CKS Summit Group. In 2020, he and his partner founded Virtual Apex Advisors, which teaches advisors how to successfully transition to becoming virtual advisors. Through his network, he is running campaigns on Facebook and spends over $90,000 a month on social media advertising.

Click the link below to download the story of how they accomplished their success on social media, and learn their best practices:

How 3 financial advisors mastered social media to dramatically grow their practices