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How Bankers Can Start Their Own Room on Clubhouse

How Bankers Can Start Their Own Room on Clubhouse

Eric Cook by Eric Cook

Chief Digital Strategist

Contact author Full biography

Full biography

Eric considers himself a “recovering banker” of 15 years, who for the past eleven years has focused his efforts as a digital strategist, helping his clients (mostly community banks) better understand and leverage the power of the Internet as a strategic business tool. An award-winning web designer with WSI, the world’s largest digital agency network, Eric is a two-time contributing author to the best-selling book Digital Minds – 12 Things Every Business Needs to Know About Digital Marketing. Consistently rated in the top five digital marketing books on Amazon, the book is in its second edition and available in three languages.

A sought-after, nationally-recognized speaker in the financial services industry, Eric is a member of the National Speakers Association and loves sharing his knowledge to help educate and inspire others. He is the co-creator of a weekly webinar show called Free Webinar Wednesdays, founder of the Banker Education Series webinar series, and serves as a faculty member at several banking schools around the country where he teaches bankers about digital strategy, online marketing and social media. He is a WSI Certified LinkedIn Professional and holds undergraduate degrees in business administration and psychology. While working full-time as a community banker, Eric earned his MBA and completed the three-year Graduate School of Banking program in Madison, WI in 2003.

Professionally, Eric helps his clients in all areas of digital marketing, which includes mobile-responsive web development, search engine marketing and optimization, social media strategies, e-mail communication, and “big-picture” digital strategic planning. He’s the co-founder of DigitalRCP.com, a service created to help businesses understand their risk when it comes to operating in today’s digital world. When he’s not helping his clients succeed online, he can typically be found on one of his many bicycles training for his next mountain bike/triathlon race or spending time with his wife and two (very spoiled) golden retrievers.

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Summary:

If you saw our recent blog post about Clubhouse, you already know that audio-only social networking is a new, low-pressure way for bankers to make connections with clients, establish trust, provide valuable information and expand their networks through the power of an up-and-coming social networking strategy. In that post, we promised to provide you with a follow-up article about how to get started on Clubhouse (and other soon-to-be-released audio-only platforms) - so here it is! We’re going to give you all of the information you need to create Clubhouse banking rooms, including Clubhouse room topics, so let’s dig right in.

If you’ve already set up your Clubhouse profile, there are two different ways you can start Clubhouse rooms: By scheduling them or spontaneously starting them up. For bankers, we suspect it’s going to be better to schedule your room ahead of time, because it enables you to get and share a link to the room, and your followers will be notified when the room will be available. You can also describe the event in more detail for your followers on the event notification. That said, we’ll explain both here, just in case we’ve got some rebellious, let’s-wing-it bankers in our midst (yup, I can relate)!

Schedule a Room

To schedule a room, tap the calendar icon in your Clubhouse app. On the next screen, tap the calendar icon with a plus sign on it. This should bring you to the “New Event” screen, which allows you to schedule your room. Type in the event name (there’s a 60-character limit, so be succinct), and add a co-host if you desire. (The co-host can cancel, edit, or remove people from the event so ensure that you assign someone trustworthy to this role.) Enter the date and time you wish to have the event, and if you belong to a Club, you can assign it to the event. 

After that, write a description of your event. The maximum character count for this section is 200 characters, so be as detailed as you can be. When you’ve completed all the pertinent details, tap publish at the top right of the screen. This event will show up at the bottom of your screen, and if you tap “share,” you can message or tweet it to followers, add it to your calendar, or copy the link.

Edit/Delete an Event

Once you’ve scheduled your event, you may find that you need to delete or edit it. To do so, you’ll need to find your event. Do this by tapping the calendar icon at the top of the screen and then select the menu titled “Upcoming for You.” Choose “My Events” from the pop-up menu to see the events you’ve scheduled. From there, you simply hit “Edit” and choose what you need to change (or if you’d like to delete it altogether). 

Start Room

Once you’re ready to begin your event, load Clubhouse a few minutes before the event and tap on “Start Room.” Your scheduled event will be listed and you’ll be able to start it. 

Spontaneously Start a Room

As we previously mentioned, this method isn’t the ideal way to host a room on Clubhouse, but it’s worth mentioning. To begin a spontaneous room, tap “Start a Room” from the main hallway (the hallway is Clubhouse’s name for their main feed). You’ll be prompted to pick from three types of rooms: open, social, or closed. The open rooms are open to everyone on the platform, the social rooms are only for those you follow, and a closed room is invite-only. After you select which type of room you want, tap on “Add a Topic” and give the room a topic. Just like the event name, you use when you schedule a room, this is limited to 60 characters. You won’t be able to edit the topic after you begin, so be careful on this step! 

Add People to Closed Rooms

To add someone to a closed room, tap on “Choose People” and search for the person you want to add. If at any time you change your mind and want to make the private room public so anyone on the app can join the discussion, you can tap “Open it Up” at the bottom of your screen. Utilizing closed rooms is a great way to formulate an outline with other hosts about the topic at hand before opening it up to others. 

Ping People Into Rooms

Regardless of what kind of room you choose, you can ping people into the room by hitting the plus sign at the bottom of the screen and searching for the people you want to invite. When someone you follow comes into the room, you’ll see a notification across the top of the screen. They will be in the audience and muted unless they raise their hand or you bring them up on the stage. 

Room Topic Ideas

Now that we’ve given an overview of how to start rooms, let’s get more specific about Clubhouse for bankers, shall we? Dry banking topics probably won’t cut it here. You need to present the topics to your target market in a way that compels them to join the room. Bankers have countless options when it comes to engaging room titles, but here are a few just to get you started (and they’re all under 60 characters!):

  • First Time Mortgages: Questions Answered

  • Buying a Second House? Here’s what you need to know!

  • Not all checking accounts are equal (Banking secrets)

  • Within your Reach: Surefire Ways to Lower Credit Card Debt

  • How Soon Is Too Soon to Teach Children to Save? 

  • What’s your credit score? Expert advice to boost numbers!

  • Saving: Small steps produce big results

We hope these topic ideas, coupled with the information on how to start your own room, have provided you with all the confidence you need to boldly go where few bankers have gone before. Scheduling a room on Clubhouse provides the most benefit, of course, but even if you decide to spontaneously start one, you can begin having meaningful conversations with clients and develop your network, add value, and establish trust. 

The platform is incredibly intuitive, so you should grasp it in no time. Once you become familiar with Clubhouse, it will be easier to transition to other voice-only apps that are coming down the pipeline through other social media platforms. Enjoy creating your own banking rooms on Clubhouse (and don’t forget to let us know when you’re going live - we’d love to join the conversation)!


If you consider yourself to be an innovative banker (or part of an innovative bank) and would like to network and learn with other innovative bankers, then The LinkedBanker community is precisely for you. Be sure to check out the many ways we educate and support community bankers to build strategies for connecting and building relationships with their target market online. 

Interested in learning more about Clubhouse and other digital marketing tools and strategies for your bank? Sign up for our email list to receive the most recent and up-to-date digital marketing information and FREE resources!

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