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The Profitable Advisor Podcast

Every month, million dollar fee-based financial advisor Dan Cuprill shares ideas and strategies on how build profit-driven planning practices. For more information, visit

Sep 1, 2020

Most businesses have turned to some form of social media marketing to promote their brand and increase their bottom line, but how effective is this method?

On this episode of the Profitable Advisor, Dan welcomes Brian Hahn to the show to give you the turn on social media advertising. Hahn is the owner of Go Social Experts, which helps companies build a successful digital marketing strategy.

More and more advisors are turning to social media to help attract new clients and drive people to their website. As we’ve talked about quite a bit on this show, your marketing wheel needs multiple spokes and social media can be one of those.

What’s important to note as we dive into this conversation with Hahn about a variety of social advertising questions is the principals of marketing don’t change when you go from offline to online. You’re going to have the most success if you have a plan for following up with every lead and then maintaining communication over a long period of time.

Many of the businesses seeing an increase over the past few months already built and nurtured a list. Now they’re seeing the fruits of that labor. It helps that they’ve also created fresh content like webinars to engage that audience, and we’ll also talk about how to get the most out of these alternative to seminars.

So as you go through the episode today, keep an ear out for some of these topics that we cover:

  • What you need to look for when determining whether social media ads are effective.
  • Putting a plan in place to follow-up on your ads.
  • Why you have to remain topical and keep the message fresh.
  • Why list building continues to be so important.
  • Live webinars vs recorded webinars
  • Do’s and Don’ts of social media campaigns


Learn more about Brian’s services here:


For more on this topic and other strategies to growing your business, join us over at


On today's show:

0:39 – Why panic takes us to today’s conversation.

3:46 – Introducing our guest for the show. 

6:26 – What’s the difference between between using social media correctly vs incorrectly?

9:01 – You have to have a plan for follow-up.

13:16 – Strategies for getting results, especially from webinars recently. 

16:43 – Are clients able to pull in total strangers for webinars or are the successes coming from good list-building.

19:33 – How his approach is different than a lot of social media marketing companies.

21:45 – This is a long-term commitment.

23:10 – Should a webinar be live?

26:59 – What information do you try to acquire from the webinar signup?

31:09 – Can failed social media campaigns be the advisor’s fault?

36:22 – The Do’s and Don’ts

38:38 – Why people are getting good response rates right now.

44:23 – How to connect with Brian.