Best Practices: Your Business and Social Media

The following best practices detail effective principles to employ when using social media as a business tool. Be sure to confirm with your compliance department regarding your firm’s policy on engaging in social media activity.

Behind the Scenes View.

Share photos and information about your business. Give your followers a glimpse of your firm, upcoming projects, events, staff changes, and latest happenings.

Take Note.

Regularly monitor the comments made about your company, brand, and products. Social media calls for being active so be sure to carve out some time each day to review your social media sites.

Reach Out.

Facilitate conversations by asking questions and learning about your followers (if allowed by compliance).


Actively posting and tweeting not only provides your followers with newsworthy and relevant information, it also keeps you “top of mind” on their newsfeeds. Sharing a value-add post once a day is a good rule of thumb to help generate more fan interest and interaction.


Listen to what is being said and engage in the conversation. Respond to compliments and feedback as quickly as possible (if allowed by compliance). It sends the message that you are paying attention and are accessible.

Be the Expert.

Stay current on the big picture and what’s happening in the financial industry as it relates to your business and clients. Educate them with valuable content pieces.

Share the Spotlight.

Publicly reply and retweet your follower’s tweets that you feel are worth sharing with your network.

Brand Yourself through Your Voice.

Ensure that you are adding a human element to your social media plan. Remember, as an advisor, you want to build trust and rapport and demonstrate integrity with your clients and prospects.

Follow us on LinkedIn Watch us on YouTube Stay up to date with RSS