Piecing together a policy
By adhering to a social media policy, advisors can ensure they’re taking an effective and compliant approach
- By: Clare O’Hara
- April 30, 2014 November 16, 2019
- 14:00
By adhering to a social media policy, advisors can ensure they’re taking an effective and compliant approach
With LinkedIn at the core of your social media strategy, use other platforms to expand your network
To ensure you’re compliant, approach social media the same way as other forms of advertising and correspondence
Identify your audience and determine what interests them
These “mini websites” give an extra push to your special campaigns
Start with an effective profile and connect with prospects
Engage your audience by providing valuable content
Paula Hewitt, head of legal at Dundee Goodman Private Wealth, gives pointers on how to create a successful and compliant social media strategy. She lists…
These three strategies can help streamline your activities
Twitter, LinkedIn and Facebook can be effective tools — or notorious time wasters
New method moves away from selling and focuses on the interests of your clients
Gather information from visitors so you can contact them later
Your site must contain resources your audience can use
Three questions that will tell you whether its time to redo your site
Find out what matters to them an treat them as if they were your top clients
Determine whether that new contact fits your target market
Boost your professional reputation with this free tool
These errors and omissions will prevent you from getting the most from your business connections
Simple missteps could be costing you business
Use all communication tools at your disposal to increase readership
How to tell stories that demonstrate your value
Three ways to raise your profile on the popular social network
A large portion of older clients use the popular social-media platform
Share your message across all digital platforms
Explain your expertise to clients