Speaker: Amin Gali
(Head, Gou Creative Digital — awarded Most Influential Digital Person by CMO Asia)
This session demystifies social media for MFDs and provides a structured, actionable framework to build a social media presence from scratch. The session opens with a powerful insight: 19 out of 24 customer touch points today are digital, meaning social media is no longer optional — it has fundamentally changed how clients discover, evaluate, and trust financial professionals.
The speaker presents a 4-step framework for building social media strategy:
Step 1 — Building Block: Define your objective (awareness, engagement, or sales), establish your brand voice (formal/friendly/native language), decide your visual language (colors, fonts, consistency), and most importantly — identify the one word you want people to associate with your brand. Examples cited: Red Bull = adrenaline, Tata = trust, Amitabh Bachchan = Angry Young Man, Sharan Hegde = Finance. That single word association is the foundation of everything.
Step 2 — Platform Specific Approach (PSA Framework): Each platform serves a different purpose. LinkedIn is for thought leadership and networking, Instagram for storytelling and community building, Facebook for lead generation via Meta ads, YouTube for educational long-form content, and regional platforms like ShareChat/Moj for vernacular audiences. MFDs are advised to pick only 2–3 platforms relevant to their audience rather than being everywhere.
Step 3 — Content Strategy (3E Framework): All content must be Engaging, Entertaining, and Educational. Real examples shown include a PTM Money budget video and the content journey of Rahul Kar (Marathi finance builder). Key principle: people follow people, not brands — so build a personal voice and point of view rather than just posting product updates.
Step 4 — Tools & Execution: Practical tools introduced include Canva and Vista Create for graphic design, InShot and Adobe Express for video editing, Lumen5 and Jiffy for animations, and ChatGPT for generating a one-month content calendar based on your target audience and needs.
The session concludes with a 30-60-90 day action plan: first 7 days — fill the building block sheet; next 14 days — finalize your platform approach; first 30 days — start creating and posting content; next 30 days — observe traction and listen to DMs; after 3 months — review what's working and refine.
Best regards,
Written By Megha Singh
