{"id":11477,"date":"2026-05-10T20:57:12","date_gmt":"2026-05-10T20:57:12","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=11477"},"modified":"2026-05-10T21:00:00","modified_gmt":"2026-05-10T21:00:00","slug":"get-the-latest-social-media-posting-from-your-clients","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/get-the-latest-social-media-posting-from-your-clients\/","title":{"rendered":"Get The Latest Social Media Posting from your Clients"},"content":{"rendered":"\n<p>Financial advisors build stronger relationships when they stay informed on what\u2019s happening in their clients\u2019 lives and businesses. Recent LinkedIn activity can provide valuable context around career changes, company updates, milestones, and personal achievements &#8211; helping advisors have more meaningful and relevant conversations. Being prepared with this insight creates a more personalized client experience and strengthens long-term trust.<\/p>\n\n\n\n<p>If you track your clients Social Media Profile such as LinkedIn on your Customer Record in your CRM you can now get aggregated Social Media Listing in both Ask Anything or in your Pre Meeting Briefs.<\/p>\n\n\n\n<p>Example:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"367\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/redtail-crm-linkedin-1024x367.jpg\" alt=\"\" class=\"wp-image-11478\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/redtail-crm-linkedin-1024x367.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/redtail-crm-linkedin-300x108.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/redtail-crm-linkedin-768x276.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/redtail-crm-linkedin.jpg 1338w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Use Ask Anything:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/ask-anything-linkedin-1024x793.jpg\" alt=\"\" class=\"wp-image-11479\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/ask-anything-linkedin-1024x793.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/ask-anything-linkedin-300x232.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/ask-anything-linkedin-768x595.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/ask-anything-linkedin.jpg 1460w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Improving Pre Meeting Briefs<\/h2>\n\n\n\n<p>Additionally you can use this information to improve your <a href=\"https:\/\/www.greminders.com\/articles\/pre-meeting-briefs\/\">Pre Meeting Briefs<\/a><\/p>\n\n\n\n<p>Update your Pre Meeting Brief Template to include language similar to:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Recent Social Media Posts (summarize any recent LinkedIn Social Media Posts in bullet point format)<\/p>\n<\/blockquote>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"525\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/ai-instructions-linkedin-premeeting-1024x525.jpg\" alt=\"\" class=\"wp-image-11481\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/ai-instructions-linkedin-premeeting-1024x525.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/ai-instructions-linkedin-premeeting-300x154.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/ai-instructions-linkedin-premeeting-768x394.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/ai-instructions-linkedin-premeeting.jpg 1150w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>When you receive your Pre Meeting Briefs (assuming your Client has a Linkedin Profile and its referenced in your CRM) and they are active on social media, a recent summary will be included in your Pre Meeting Brief.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"961\" height=\"1024\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/premeeting-brief-ig-961x1024.jpg\" alt=\"\" class=\"wp-image-11482\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/premeeting-brief-ig-961x1024.jpg 961w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/premeeting-brief-ig-282x300.jpg 282w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/premeeting-brief-ig-768x818.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/05\/premeeting-brief-ig.jpg 1163w\" sizes=\"(max-width: 961px) 100vw, 961px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Note: this is a early access feature, and is only available to Business Plan Users.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>That&#8217;s It.<\/p>\n\n\n\n<p>Need help with Prompting or AI Instructions?   Contact support@greminders.com  <\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Financial advisors build stronger relationships when they stay informed on what\u2019s happening in their clients\u2019 lives and businesses. Recent LinkedIn activity can provide valuable context around career changes, company updates, milestones, and personal achievements &#8211; helping advisors have more meaningful and relevant conversations. Being prepared with this insight creates a more personalized client experience and [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":11484,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[80],"tags":[],"class_list":["post-11477","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Get The Latest Social Media Posting from your Clients - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/get-the-latest-social-media-posting-from-your-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Get The Latest Social Media Posting from your Clients - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"Financial advisors build stronger relationships when they stay informed on what\u2019s happening in their clients\u2019 lives and businesses. 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