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.
-
From Janus Henderson to independent RIAs, the mid-2026 investing consensus is quietly contrarian: diversify, rebalance, ignore the hype.
44m ago -
Nearly half of unadvised workers and 20% of retirees expect to hire an advisor, according to new research. Plus, many workers erroneously think they are saving.
1h ago -
Many retirement savers will have no trouble choosing between an IRA or a trust. But experts say there are some important factors that add complication to the decision.
1h ago -
Gary Carrai draws on his previous experiences as a financial advisor to recognize what sorts of technical advances are most likely to be useful to LPL advisors and clients — and how much change they can tolerate at once.
11h ago -
In his new role at Wells Fargo, Andre Mansour is harnessing his Google experience to bring efficient, meaningful systems that assist both advisors and clients.
June 19 -
Median sale prices for RIAs have long been ticking upward. But some valuation experts argue that impending retirements could lead to an oversupply of firms on the market — and lower price tags.
June 18










