Top Advisor Podcast

Top Advisor Podcast


Ep. #17 – How One Top Advisor Uses His Personal Facebook Page to Win New Clients with Joe De Sena, CFP®

March 16, 2022

When I heard how Joe De Sena was using his personal Facebook page to build his business (and have fun in the process) I was skeptical. Boy was I wrong.


In this episode, Bill Cates is joined (for a second time) by Joe De Sena, CFP®, MBA, private wealth advisor at Siena Wealth Advisory Group, to discuss Facebook marketing for financial advisors. Joe discusses his success in using Facebook as a tool for enhanced client engagement, business growth, and lots of fun, without running Facebook Ads.


In this episode, Joe discusses: 


  • The challenges advisors face in using Facebook to market their businesses.
  • Why he decided to open up his personal Facebook page to clients and event prospects.
  • How his variety of fun and uplifting posts have built a “community” of clients, prospects, and allows Joe to be his genuinely social self.
  • The significant results of converting prospects into clients by being omnipresent.
  • Lessons he has learned from his experiences with using social media.

Resources:


Connect With Bill Cates:   


Connect with Joe De Sena


About Our Guest:


Joseph S De Sena: Joe De Sena CFP®, MBA is a private wealth advisor at Siena Wealth Advisory Group. Joe has been a financial advisor for 27 years. Joe is passionate about protecting his clients and their families from the unexpected. Joe loves to travel, read, run marathons and do charity work.