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How I Built My Lead-Generating Social Media Empire with Winnie Sun

Winnie Sun talks about how financial adviors can get leads from social media by building an empire.

Is it actually possible for financial advisors to get leads from social media? In this episode you’ll hear from Winnie Sun, founder of Sun Group Wealth Partners. Winnie built her digital empire from scratch through commitment and hard work to the point where it has been a source of new clients. Yes, Winnie! Here’s the story of how she did it and the advice she gives to other advisors who wish to do the same.

In this episode, listeners will learn.

[0:56] How and why Winnie got started on social media and built her presence to where she now has over 300k followers on Twitter and 28k followers on LinkedIn.

[2:09] The experience of getting her first lead via social media.

[3:57] The time and level of commitment it took to build a large following.

[7:36] How Winnie leveraged a relationship with a publicist to reach her success.

[10:01] Some of the things she did that Winnie feels worked in her favor.

[11:00] The things many advisors do that don’t necessarily help lead them to clients.

[15:24] Leveraging promoters and influencers.

[16:27] The best way to work with compliance to get content approved with minimal disruption to the process.

Thanks for listening and everybody please subscribe, rate, and review my show!


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What Nobody Tells You About Your Social Media Personality

Social media behavior among advisors follows a few different patterns. Knowing your social media personality will help you understand your areas of strength and weakness, and what you need to improve upon to get better results.

Every advisor falls into these five profiles. You may fit into all, some, one or none of these categories.


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Social Media is Like an IRA, Not a Cash Register

If you’re not getting leads from social media, it’s because you are investing your time in the wrong way. It’s more like an IRA where you deposit something of value, you make adjustments on a consistent basis, you watch it periodically, trade this for that, you zig when the market zags which leads you to reach your financial and retirement goals.

Here are five tasks to do on a daily basis that will eventually yield clients and assets. READ HERE.

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Five Reasons Why Advisors Stink at Social Media

Sara Grillow - Overwhelmed Financial Advisor

Finance is perceived as the driest and most boring industry on the face of the earth. So it’s no surprise that financial advisors whine about their failure to get anyone’s attention on social media. Yet this creates an amazing opportunity for the wise ones. Advisors who present themselves differently, even slightly, will succeed at getting noticed by their clients and prospects. Here are the five things advisors should avoid to get investors to pay attention to them online.

Finish reading article here.