A BROKER'S GUIDE TO

SOCIAL MEDIA MASTERY

In today's digital world, success isn't just about rates, it's about relationships. Social media is your primary engine for building the trust that turns followers into lifelong clients.

The High-Trust Framework

Shift your focus from selling products to guiding clients with a strategy built on three core pillars.

💡

Demonstrate Expertise

Generously share knowledge to demystify the mortgage process and empower your clients.

🏆

Build Authority

Position yourself as the definitive expert in your niche through consistent, insightful content.

🤝

Nurture Relationships

Play the long game, using content to guide prospects over time without a hard sell.

Choosing Your Digital Handshake

Focus your energy where it matters most. Compare the two essential strategies for brokers.

LinkedIn: The Professional Powerhouse

Goal: Build authority and generate high-value B2B referrals from accountants, agents, and planners.

Facebook & Instagram: The Community Hub

Goal: Build brand trust and generate B2C leads by engaging your local community.

The "3 E's" Content Blueprint

Balance your content to provide consistent value, build community, and showcase your success.

Educate (50%)

Post jargon busters (LVR, LMI), process explainers, and proactive market updates.

Engage (30%)

Ask questions, run polls, champion other local businesses, and share behind-the-scenes content.

Endorse (20%)

Share client success stories and powerful, narrative-driven testimonials (with permission!).

Marketing on the Clock

Work smarter, not harder. Use this simple workflow to maintain a consistent presence without the daily stress.

🗓️

1. Batch

Plan a month of content in one session.

🎨

2. Design

Use Canva for pro graphics in minutes.

🤖

3. Schedule

Automate posts with tools like Buffer.

♻️

4. Repurpose

Turn one idea into many posts.

Compliance is Non-Negotiable

Your online activity is a public extension of your professional practice. A misstep can have severe consequences. Follow these rules without exception.

ALWAYS DO THIS ✓

  • Include your ACL/CR number in your bio.
  • Add a general advice disclaimer to educational posts.
  • Display the comparison rate with any interest rate.
  • Get explicit, written permission for testimonials.
  • Focus on factual information, not personal advice.

NEVER DO THIS ✗

  • Promise or guarantee loan approval or returns.
  • Give specific product recommendations publicly.
  • Post client details without prior written consent.
  • Make claims that are exaggerated or misleading.
  • Mix controversial personal views with your brand.