2014 PFP Alumnus Bryan Hasling, CFP®, Uses Social Media to Enhance Client Engagement and Professional Reach
Bryan Hasling, CFP®, a 2014 Personal Financial Planning (PFP) alumnus and Financial Planner at Modern Financial Planning, has effectively harnessed the power of social media to enhance his professional reach and client engagement.
“I am a Financial Planner with Modern Financial Planning,” Hasling said. “Our specialty is helping clients use their financial resources to achieve their life goals.”
A significant aspect of Hasling's approach involves his active presence on X (formerly Twitter), where he leverages the platform to share his expertise and connect with both industry professionals and potential clients.
“I've always enjoyed writing and Twitter/X,” Hasling said. “It is a way I can continue to share my voice using my strengths, as opposed to photos or graphics in some of the other social outlets. I also find that the language can be more personable, as opposed to more buttoned up on LinkedIn.”
For Hasling, social media serves as a vital tool for demonstrating his skills and communication style to prospective clients.
“I view online writing and media as another way prospective clients can view my style, work, and expertise. Sometimes direct messages come from certain posts. But by and large, I primarily use it as social proof of my skills and communication style.”
His interactions on social media have also led to meaningful connections and potential business opportunities.
“Initially, I thought social media would be used only to connect with other financial planning professionals. As my audience grows, I’m learning that consumers become readers and they will follow along with my content along with everyone else. Public interactions sometimes turn into private messaging, answering various questions, and over time, turning into a potential client. And when folks have reached out to me who weren't a good fit for my services or pricing, I've been able to refer them to other great planners, whom I've also found from being on Twitter/X!”
Looking to the future, he believes that social media will continue to transform the financial planning industry.
Hasling has found social media to be an invaluable resource for connecting with industry thought-leaders, and discovering a wealth of information and real-life experiences shared by successful financial planners. He has observed that social media is also transforming how consumers interact with professionals, enabling him to find and refer professionals for both personal and professional needs.
“I used to think Twitter was only for personal use. But now that I've become more comfortable in my skillset and my voice, I’m confident enough to share my thoughts in my personal voice. I don't assume it will lead to business directly. But it does continue to help build my online reputation, which is particularly important as I continue to work with clients who are located in other states that I may never meet in person.”