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You’re probably on Facebook, but are you using it to build relationships with affluent clients?

Many financial professionals who’ve tried Facebook marketing have ended up frustrated by lackluster results. Their approach may go something like this: create a Facebook Business Page, occasionally post content, and wait for the magic to happen. It rarely does.

That’s because it takes a well-orchestrated, long-term strategy to achieve success. In this content, you'll learn best practices from Oechsli for posting content, generating engagement, and ultimately turning prospects into clients. By learning these essentials, you’ll have a much better chance of success with Facebook marketing.



  • How Facebook can help you reach prospects you wouldn’t normally be able to reach
  • How social media affects the way affluent investors choose a financial professional
  • The different purposes behind a personal profile and a business page

Overview (2:16)

Workbook Training (25:02)

Steven Boswell, President, Oechsli

Next Steps

1 Download the workbook
2 Create your Facebook business page
3 Boost one of your posts that had a high number of Likes

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