Social Media
Marketing
Learn our social media strategy to take your business marketing to the next level.
Why Social Media
Social Media is a free way to market who you are, your business, and what you offer. Think of Instagram like a free, online, digital, business card. It lets people know who you are thru your profile pic, your bio, posts, stories & highlights, and the more strategic you are about how your market yourself, the more people you will attract the opportunity. Let's be honest, everyone nowadays is on social media...why not market yourself on there. And best of all, its free!
Our Broker's Story
When Josh & Patty first moved to San Antonio, TX in the spring of 2021, they were here alone without knowing anyone. After deciding to build a new local team and agency, they used Social Media platforms, specifically Instagram, to market the part-time opportunity to enter the financial services industry to make extra income.
Their goal was to Follow 100, DM 100, Follow-Up with 100, and post 3-5 stories Daily. They decided to break this up in 4 segments that they referred to as "batches," that they would do throughout the day. Essentially a batch was 25 follows, 25 DMs, 25 follow-ups, and 1 story, and they would do this 4 times a day. They took this and after several weeks, started to gain traction and spark interest in the people they came into contact with. Once they recruited, trained, and developed a few people, they taught them to be the same, and this is now what we refer to at SHD as, "Our Social Media Strategy." With the Social Media Strategy, the SHD Team now has over 650 licensed representatives working out of the organization.
USING INSTAGRAM
Step 1: Post & Reach Out
By now, you have completed your Fast Start Orientation, and you have started a preliminary list of contacts that you feel are willing to assist you with a training appointment. However, we want to start by helping you get comfortable with the Social Media Strategy that has given us the great growth we have and continue to experience.
MARKET YOURSELF - POST AN AD!
Start with a very basic ad that you post on your story. This can be something very simple, but aesthetically pleasing. It can be something that lets your current followers know that you're are involved in something new that you're excited about. Reach out to your trainer so they can help you with an ad that you can post!
ASK FRIENDS TO POST AD FOR YOU!
Reach out to close friends/family that are on instagram and ask them to support you by posting ad for you to gain traction. You can use a script similar to this:
SCRIPT
Hey, I hope you're doing great! I wanted to ask you for a huge favor 😁 Would you be open to sharing a flyer to your story for me?
I'm looking to bring on 10-15 more people into our brokerage. This is what the flyer looks like👇 (Send Flyer)
IF THEY SAY YES
Awesome! I really appreciate it 🙏 If you’ll tag me and maybe say something with it like “Reach out to my friend Monica if you’re looking.”
IF THEY SAY NO
No worries! Thanks for getting back to me.
IF THEY DON'T ANSWER
Hey! Not sure if you’re open to sharing that flyer? If not no worries😊 Just wanted to double check!
TAP INTO WARM MARKET
The best way to start, is with your oldest contacts. Why? Because these are most likely people that you know but aren't necessarily super close to. This is what we call warm and light-warm market, in the sense that they're people you know, but maybe haven't spoke to in a while. Nevertheless, there is a built credibility already that can help you in your initial team-building.
SENDING YOUR FIRST DMS!
These first few DMs will be the easiest ones you send. In essence, you're going to find your oldest contacts, and then one by one, you're going to send a DM to touch base. When they answer back, you'll chit chat very little and then send the pitch of our opportunity. Follow the easy 3 Steps below:
STEP 1
Open Instagram and go to your profile home. Click on "FOLLOWING." Find where it says "SORT BY DEFAULT," and you'll see on the right, two small arrows (one that points down and the other pointing up). Click the arrows and click on: SORT BY EARLIEST.
STEP 2
Hey Rosa/girly/friend… or What's up bro...How have you been? (Small chit chat) / Its been a while since we last spoke... Are you still working at? etc etc
STEP 3
So I wanted to tell u that i just picked up a part time at a financial office working from HOME and I love it because I get to work on my own time. The brokers I’m working with are aggressively expanding… i just wanted to see if you would be open to possibly working with me? I think you could do good with us …
VERY IMPORTANT - DO NOT TRY TO ANSWER ON YOUR OWN!
Once you've sent your first DMs and you start receiving answers, you're going to screenshot the answers to your trainer and help them teach you how to answer and book appointments.
"Get comfortable with being outside of your comfort zone. Thats the only way to grow."
Step 2: Learn to Follow
LEARN TO FOLLOW PEOPLE
Start by learning how to follow people. The people you follow will eventually be the people that you send a DM to market the opportunity. These will also be the people that after you follow or DM, will be the most likely to go check your profile out to see who you are. So you have to be strategic in who you choose to follow. CLICK HERE to open a quick clip on how to follow local, sharp, credible people.
PLACES TO SEARCH
Here are a few place in San Antonio to search and start navigating thru to find people. Ten Fold, Moon's Daughter, Hopscotch, Early-Bird Coffee, La Cantera, Six-Flags, SeaWorld, Commonwealth, The Historic Pearl, The Rim, Restaurants, Coffee Shops, Places that people go to, etc.
ACTIONS TO TAKE
Once you've started to follow a few people, you want to become consistent and systematic about it. Start by following 25 people twice a day, once before noon, and another time in the evening. Do this everyday for 1-2 weeks.
From there, increase your daily activity to 25 people at a time, but 4 times a day. This will allow you to follow 100 people a day, and after a month, you'll have followed 3000 people. This will allow you to always have people to DM.
Make sure that if you have any questions, doubts, or concerns along the way, you reach out to your trainer and ask for assistance!
"Compounding rewards consistency, not intensity."
Step 3: Send DMs
Once you've learned how to follow people, we want to start sending them a DM. CLICK HERE to open the video.
SCRIPTS TO USE - TO A GUY
Hey bro!! I hope you’re doing well, I run a financial office here in SATX , I’m always looking to add sharp people like yourself to the team !
Do you keep your options open to making extra income or working a part time gig that is Remote / WFH or do you know of someone that might ?
SCRIPTS TO USE - GIRL TO GIRL
Heyyy girl! ☺️
Love your page! You should come work with me 🤍 I run an insurance office here in SATX and I’m always looking to add people to the team!
Would you say you keep your options open to a side hustle or know of someone that might? 😊
IF THEY ASK FOR THE NAME OF THE COMPANY
So the name of our agency is SHD FIRM (@SHDheadquarters) We do investments with reputable financial companies like Corebridge Financial, Invesco, Fidelity, Insurance thru Primerica, and we even do mortgages with Rocket. Our workplace is referred to as a brokerage because we don’t represent one company specifically.
Are u familiar with the industry??
IF THEY'RE INTERESTED
STEP 1
So I’m looking for new agents to train to help me with my clients! I’d teach you how to help the clients with life insurance & investments & help you get licensed.
What is it that you current do if you don’t mind me asking?
STEP 2
This would actually be perfect for you then! Can most definitely do this from home & part time!
I’d love to set up a time to chat! What does your availability look like for today?
"If you're still not learning how to make money from Social Media in 2026, what are you doing?"
Step 4: How to Post Stories on IG
The key to posting on instagram stories is to create stories that are aesthetically pleasing and at the same time, can bring credibility to you. Remember this: as you start following people and sending them DMs, the first response will be to go checkout who you are. They're going to go stalk your page and checkout your profile pic, bio, posts, and stories! This is exactly why we want to be very intentional with our stories.
A few ideas of things you can post throughout the day:
1. What you're eating whether it be breakfast, lunch, or dinner, or what you're drinking like coffee or tea.
2. You on a zoom call
3. A mirror picture at the gym
4. Some type of product you use like pomade or makeup, etc. You can literally just take a picture of you holding it.
5. Your fit, or your shoes, or something you're wearing that you like.
6. You on your phone.
7. Repost a dream destination or motivational video
8. A couples picture or family picture
9. Your pet.
10. A location of where you're at
Example of What to Post
Example of What NOT to Post
USING TIKTOK
Now that you have the base down, it's time to expand to Tik-Tok. Remember that the markets in other platforms is different, and the strategy will be played out with slightly different dynamics than Instagram. Regardless, they're great ways to attract even more people that you might have never met thru Instagram.
With Tik-Tok, you want to follow the same DM strategy of sending "BATCHES," however, you also want to put up 1-2 videos/day.
IDEAS OF VIDEOS TO POST
Make a video where you show people what you do and your lifestyle. An example of this would be: daily activity like you at the gym, spending time with your family, behind on a computer, on your phone, driving, a meal that you're eating, a grocery haul, outfit check, etc. Start with one shot continuous video of around 10 seconds with just on screen text and trending audio.
After that you can move to videos where you're talking. Make a video of where you show people how you think and what makes you you. It's being personal and relatable. Examples include showing face, talking to the camera about something you learned or how excited you are about your future, difficult things that you have overcome, etc.
Think outside the box when it comes to promoting your brand but don't forget to show your personality. We cannot emphasize this enough: use chatGPT as much as needed.
SELECTING ON-SCREEN TEXT
For this step, ChatGPT will be your best friend. Go to ChatGPT and enter prompts such as:
I made a video showing me working on my computer at my office. I am a business owner that works helping families with financial services. I want to increase engagement by showing people what I do. What is a good on-screen text?
CHATGPT will give you on-screen texts to use like: “What running a financial firm actually looks like.” OR “Coffee. Numbers. Strategy.” You would then use these on-screen texts to place over your video.
Sometimes, you can end your on-screen text with "IM HIRING," or, "IM EXPANDING."
SELECTING A CAPTION
Go back to CHATGPT and enter prompts such as: I used this, "________" (copy/paste the onscreen text you used), as my on-screen text. What should I use for my caption?
CHATGPT wil give you a caption option to use like: "Calm office.Big decisions."
Once you've selected your caption, you can end it with something like, "Comment, 'interested,' if you're interested in making extra income, or changing your work environment.
HASHTAGS & LOCATION
Make sure that you're using Hashtags of your city and surrounding cities as well.
#SanAntonioTexas #SATX #210 #SATX210 #956Valley
As far as location, you can use the specific location in San Antonio, or you can always use San Antonio.
If you do not reside in San Antonio, use the same strategy with your specific city/town you live in.
EXAMPLE OF A TIK-TIP POST BEING CREATED & POSTED
STEP 1: Use ideas of a 1 shot continuous, no-talking video. Use ChatGPT
In this scenario, I will take a video of myself working behind a laptop at my dining table. I will use iPods, a journal to write on, and a coffee cup for props.
STEP 2: Take Video. No need to get fancy.
In my case, I literally used a pre-workout jar to hold my phone while I recorded. I did use the CINEMATIC feature on my phone to record for higher quality.
I acted like I was typing. Then I grabbed my AirPods and put them on. And then I started taking notes on my notebook. That was it!
STEP 3: Quick Video Edit.
I cut some parts of my video to bring down the length to 12 seconds. You can use capcut, edits, or TikTok itself as well.
STEP 4: Find On-Screen Text Ideas
I literally went to ChatGPT and typed in: "give me an on-screen text for a guy that is working from home wanting to succeed big and is hiring."
The prompts came up and l literally used the first one that came up. I felt like it really went with my video.
"Built from home. Driven by vision."
STEP 5: Lay it out on TikTok and use TRENDING AUDIO
I copied and pasted the prompt and added the "come work with me" at the end so It could have a "hiring feel."
STEP 6: Find a Caption Idea
I went back to ChatGPT and typed in: I used the on screen text of "build from home. Driven by vision. Come work with me." Give me a caption.
It literally gave me tons of ideas. I used one of the first ones that came up, because again, I really feel like it went with the vibes of the video.
STEP 7: Final touches
Finally, before posting, I made sure my LOCATION was San Antonio, and I used the local HASHTAGS, and BOOM! I posted!
IMPORTANT:
If you really want to get organized, it is my recommendation that you ask ChatGPT to give you a 2 week calendar of ideas to post. Get organized and go one day and take 7 videos. Use different outfits if you want.
IDEAS:
Drinking coffee
On your phone
Walking
On your computer
Chatting with a teammate
Walking out of an elevator
Sitting on a bench with your phone
And then, have your on-screen text and captions ready for all 7 days in your Notes App.
This way, you're ready to post all 7 days with CONSISTENCY!
LAST RECOMMENDATIONS:
I highly recommend that if you get stuck anywhere, ASK FOR HELP. Don't get stuck with the thought of, "they're really busy," "I don't want to bug them," etc. We are all here to assist you and help you get good & independent at this!
“Success on TikTok isn’t about going viral once — it’s about showing up consistently, creating boldly, and turning every scroll into an opportunity.”
USING FACEBOOK
With Facebook, you want to follow the same DM strategy of sending "BATCHES," however, you also want to put up a basic post.
FACEBOOK POST
Hi friends & family! Looking for WORK?? I just started working at a new place & they're still training new reps! They have remote positions available immediately!
Our financial office is looking for people who have high character and a heart to serve others in the financial services industry. Remote & in office positions available.
1. Spare-time: This is a commitment of working 4 to 8 hrs
2. Part-time: This is a commitment of working 8 to 25 hrs
3. Full-time: This is a commitment to work full time
No experience needed, just a clean background. We provide all the training and licensing.
Hours are negotiable. No experience needed, just a clean background. We provide all the training and licensing. Comment below if you know anyone interested & we'll reach out with more information.
RESPONDING TO COMMENTS
When someone comments and tells you that they're interested, reply to their comment by saying, "check your inbox," or, "just sent you a message," or, "just messaged you!."
That way, your comments rack up and your algorithm starts to favor your post.
“Success on Social Media isn’t measured by likes alone — it’s built through real connections & consistent value”
OFFICE ADDRESS & PHONE NUMBER
4241 Woodcock Dr | San Antonio, TX 78228
Office Phone Number: 210-823-5301
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