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.
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