The Advisor Delta™

Narrator: Welcome to The Advisor Delta™, the practice management podcast dedicated to helping investment advisors grow their business and reach their goals. Whether you’re looking to scale your practice, streamline operations, adapt to emerging technology, or deliver value to clients - this is the place for actionable insights, thoughtful leadership and innovative strategies. Brought to you by Worldsource Wealth Management. Let’s dive in!

Jennifer: Hello and welcome to another episode of The Advisor Delta. I’m Jennifer Moss, Vice President of Marketing and Communications here at Worldsource Wealth Management Inc.
Today, we’re diving into a topic that has become a real game-changer for advisors: using social media to strengthen client relationships. Having a strong digital presence isn’t just helpful—it’s essential.
We’ll look at what this shift means for you, and how the right tools can help you connect with clients in more impactful, efficient ways.
Thanks for tuning in—let’s get started!

I remember speaking with an advisor who said, “One of my clients mentioned they couldn’t find me on LinkedIn—and it made them question whether I was the right fit.” He shrugged it off, but it opened up a thoughtful conversation. These days, digital presence isn’t about being flashy—it’s about being findable, and that matters more than we might think.
It also made me think about how I use social. I’m in marketing—and yet I often underuse one of the most powerful tools right in front of me. Not intentionally, just… caught up in everything else. That conversation was a reminder that showing up online isn’t just for visibility—it’s part of how people connect, build trust, and decide who they want to work with.
And for advisors, that trust is everything. You’re not selling a product—you’re guiding people through some of the most personal and important decisions of their lives. But here’s the reality: before someone walks into your office or picks up the phone to call you, they’re probably typing your name into a search bar. They’re checking if you show up—and how you show up.
Social media platforms such as LinkedIn aren’t just a marketing channel. It’s your modern-day storefront. It's where people go to see what you're about, what you value, and whether you seem credible and consistent. You don’t need to post every day or chase trends to make an impact.
Start small. Make sure your profile is current. Add a photo that actually looks like you. Share a thought or an article that reflects how you think or how you help your clients. You don’t have to be a content machine. You just have to be present.
But let’s talk about content for a minute—because that’s where a lot of advisors get stuck. What do I say? How often do I post? Where do I even find content?
A survey by Qualtrics found that over half of Millennials and Zoomers are actively searching for financial literacy content online. From budgeting tips to tax strategies, they’re not just browsing—they’re looking to learn.
And here’s the kicker: a 2021 survey by Hartford Funds revealed that nearly 25% of Gen Z say they wouldn’t even consider working with a financial professional who isn’t on social media. So it’s not just a nice-to-have—it’s a credibility factor.
The good news is, you don’t have to do all the heavy lifting. There are tools out there to help streamline content sharing so you can show up consistently without it eating into your day.
Take AdvisorStream, for example. It gives you access to a steady stream of curated, high-quality articles—market updates, planning tips, financial education—all ready to share in just a few clicks. You can tailor what you post based on the interests of your audience—whether that’s business owners, retirees, or first-time investors.
Content tools can help you reach new clients, stay relevant, and deepen relationships with existing ones—without burning extra hours. You’re not reinventing the wheel. You’re just showing up where people already are.
And when you do, what happens is subtle but powerful. You become more familiar. More accessible. More referable. People may not reach out right away—but they’re watching, absorbing, and remembering.
So if this is something you’ve been putting off, or if you’ve felt like you need a full-blown strategy before doing anything—let this be your reminder: start small. Update your profile. Share one article. Post a short thought. Be human. Be helpful. That’s often all it takes.
I’ll be honest, it’s still a work in progress for me too. I struggle to post regularly, and I often need a little poke or reminder to just get something out there.
A member of my communications team is often the one pushing me—reminding me not to overthink it. He’ll say something like, “Just throw up a quick thumbs-up or a smiley emoji. It’s enough.” Being relevant and present matters more than trying to be perfect.
Showing up reinforces your value and keeps you connected. It doesn’t have to be polished. It just has to be real. And over time, that presence compounds into trust, credibility, and stronger client relationships.
Thanks for spending a few minutes with me today. Until next time—keep showing up, stay connected, and make every interaction count.

Narrator: Thanks for tuning into The Advisor Delta™! We hope you found today’s episode valuable to supporting your practice. For more episodes and insights, don’t forget to subscribe and visit us at www.worldsourcewealth.com. And remember, together, we can take your practice to the NextLevel™. Until next time!
Worldsource Financial Management Inc. (a mutual fund dealer) and Worldsource Securities Inc. (an investment dealer), are divisions of Worldsource Group of Companies Inc., operating as Worldsource Wealth Management. The views and opinions expressed in this podcast are those of the participants only. This podcast is for informational purposes only and does not constitute financial, legal, or professional advice. Listeners are encouraged to seek professional guidance for their specific needs. Worldsource Wealth Management does not endorse any products, services, or companies mentioned in this episode.