What do you do if your social media presence is hindering your success in Financial Services?

1 Audit Time

Begin by conducting a thorough audit of your social media accounts. Scrutinize your past posts, comments, and shared content. Look for anything that could be construed as unprofessional or not in line with the ethical standards expected in financial services. This includes off-color jokes, controversial opinions, or any sensitive client information. Once identified, remove or edit these posts to better reflect the professional image you wish to project.

2 Align Content

Your social media content should align with your career objectives and the professional image you aim to project. Your posts should demonstrate your knowledge in financial services, share industry insights, and contribute to discussions in a constructive manner. If your current content doesn't meet these standards, it's time to shift your strategy. Start by sharing relevant articles, creating informative posts about financial concepts, and engaging with other professionals in a respectful and thoughtful way.

3 Regulatory Check

In financial services, regulatory compliance is non-negotiable. Familiarize yourself with the Financial Industry Regulatory Authority (FINRA) guidelines and any other relevant regulations that govern communication in your field. Ensure that your social media activity adheres to these rules, particularly regarding the promotion of services, sharing of client information, and making financial recommendations. If you're unsure, seek guidance from a compliance officer or legal advisor.

4 Privacy Settings

Adjust your privacy settings to control who can see your posts and personal information. This will help mitigate the risk of sharing inappropriate content with clients or colleagues. Consider creating separate personal and professional accounts if necessary. Your professional account should be public to maximize networking opportunities, while your personal account can remain private, reserved for close friends and family.

5 Engage Wisely

Engagement on social media is about quality, not just quantity. Be selective with whom you connect and which conversations you join. Aim to build a network of professionals who can positively influence your career and provide valuable insights into the financial services industry. Avoid getting drawn into contentious discussions or debates that could reflect poorly on your professional judgment.

6 Consistency Counts

Maintain consistency in your social media presence. Your voice, content, and engagement should consistently reflect your professionalism and expertise in financial services. Regularly update your profiles with current information and achievements, and establish a routine for posting and engaging with content. This consistency will help you build a strong personal brand that can open doors to new opportunities and collaborations in the industry.