Presults’ Post

During the month of June, we will be sharing articles focusing on social media tips for advisors. This first article outlines the best platforms for advisors and how each one should be used. Please be sure to check with your compliance department on what tools are permitted at your firm. #financialadvisor #socialmedia #wealthmanagement

Social media can be a powerful way to market your advisory business and connect with your ideal client base. But are you familiar with the social media compliance rules set out by the different agencies? In our new blog post, we highlight the rules defined by FINRA and the SEC and demonstrate some tips to help you create a compliant social media strategy ✅ Read more at: https://lnkd.in/gEJPAUwY #SmartAsset #FinancialAdvisors

🚫 Social Media Marketing for investment firms. What You're Doing WRONG 🚫 Here are some uncommon DOs and DON'Ts that could change the game for financial pros: ❌ DON'T: 1. Share Generic Content: Everyone's tired of cookie-cutter posts. If it's not adding value, it's just noise. 2. Post Daily Updates: Quality over quantity. Bombarding your audience can lead to fatigue and unfollows. 3. Ignore Compliance: Think you're safe because you deleted that post? Screenshots exist. Always stay compliant. ✅ DO: 1. Showcase Real Stories: Share client success stories (with permission). Authenticity builds trust. 2. Leverage Video Content: Videos are 5x more engaging than text. Use it to explain complex financial concepts simply. 3. Engage in Conversations: Don’t just broadcast. Respond to comments, join relevant groups, and be part of the dialogue.

🌟 Elevate your wealth management firm's social media game! 🌟 Navigating the complexities of social media compliance while maintaining a professional image can be challenging for financial advisors. But with the right strategies, it's possible to engage with clients and prospects effectively without compromising your reputation. Discover how to: ✅ Develop a robust social media policy ✅ Use compliance tools for content approval ✅ Train employees on best practices ✅ Create value-added content that resonates ✅ Monitor and respond promptly to client interactions Ready to take your social media presence to the next level? Contact us today for a consultation! #WealthManagement #SocialMediaCompliance #FinancialAdvisors #ProfessionalImage #ClientEngagement #SocialMediaStrategy #ComplianceTools #FinancialServices #SocialMediaManagement #WealthManagementFirms

A social media policy helps to set expectations and reduce risk. Here's how to get it right. https://lnkd.in/djgUAWR6 #SMM #SocialMediaMarketing

Do you only focus on posting content on your social media? Let me stop you right there ✋🏼 Today we're talking all things social media policies - this is mostly relevant for biz owners with employees ⬇️ With most employees these days having personal social media accounts, having a solid social media policy is a NECESSITY. A policy sets the tone for how your employees should interact online, both as representatives of your brand and in their personal capacity. It helps in mitigating risks, protecting against legal issues, and ensuring a professional online presence.  Wondering how to create a policy for your business? You're in luck! I've written a blog post with some key things you should include when creating a social media policy. Check it out below. 

Social Media Compliance: Everything You Need to Know in 2024 (via Hootsuite): https://ow.ly/ybrU50QAsqW #HootSuite #smallbusiness #smallbiz #marketing #socialmediacompliance #socialmediamarketing #financialservices

A social media policy helps to set expectations and reduce risk. Here's how to get it right. https://lnkd.in/e_sV23d4 #SMM #SocialMediaMarketing

'Financial Promotions and Social Media - Getting It Right'. The full blog is available at the link below 👇

Social media has become a constant within all of our lives whether you use it for work, to pass the time or even to build your business. 📲 However with it being so easily accessible social media comes with some risks, do you have a policy in place to minimise them? No? Then read our guide here to learn about what yours should entail: https://loom.ly/uXe_6a4