Listening is a major part of social media use, but you also should work to engage your friends and followers.
To start a conversation, start commenting on the content you and others share, says Joanna Belbey, social media and compliance specialist for compliance technology firm Actiance.
“When you are ready, comment on something that you find interesting, or perhaps share it with your connections on LinkedIn, friends on Facebook or followers on Twitter,” Belbey says. “The great thing about social media is that you can have a conversation with anyone.”
Be mindful of what you are saying, though. “Remember, this is a public conversation that is probably recorded at your firm and never goes away,” she says.
The CFP Board’s new social media guide offers more specifics, cautioning advisors to avoid comments on specific financial strategies or products. “Your post may be viewed by people you will never meet, and may be construed as a recommendation,” the guide says. It could also be a violation of compliance department rules and government regulations.
As with any communication, watch your words.
-
Research from Cerulli Associates suggests that many RIAs have a long way to go with AI adoption while already finding possible ramifications for back-office staff.
September 11 -
Advisors can leverage the updated opportunity zone program, starting in January, to help ultrahigh net worth clients defer capital gains.
September 11 -
As advisors rush to build their own AI tools, experts warn that guardrails need to cover data going in, not just data going out.
September 11 -
A deal between XY Planning Network and Wealthtender illustrates how quickly the search landscape is changing and the new ways advisors must adapt to find prospects in an AI era.
September 10 -
A gathering for LGBTQ advisors and allies the day before LPL's flagship Focus conference drew executives, big-name sponsors and a standing-room crowd. So Marci Bair and other organizers are planning a standalone event next spring.
September 10 -
Today is National 401(k) Day, and a perfect moment to revisit retirement plans. Advisors can use these five strategies — from IRA rollovers to next-gen outreach — to help clients optimize their savings.
September 10










