
Apply social media guidelines for professionals in financial services. Use company approved posts and calendars, ensure earnings disclosures are typical and substantiated.
Execute your social media plan by following the calendar, creating content in a content calendar planner, and using EPA integration; measure results via dashboards and refine regularly.
Define goals and main business objectives, choose metrics, and measure success; identify your target audience to select platforms and tailor content. Develop key messages and monitor results.
Social media can be a powerful tool to grow your business. As a professional, you can use social media to engage with others, share your experience, expand your reach, meet new people, and deepen relationships — in short, to build your network. Social media’s vast appeal lies in the personal connection it creates, and your social media should reflect your personality and interests. It’s not just about likes, shares, and followers—social media is about your connections with clients, teammates, and recruits. Every company has its own rules about social media. In this course we will cover some standard ones, using examples from some financial sector companies. Social media allows you to establish yourself as a thoughtful entrepreneur focused on financial solutions for families. Social media is a great way to nurture relationships, but it is not a substitute for one-on-one recruiting within your natural market. Your reputation as someone others can trust and have confidence in is “on the line” in the posts you make. Stay honest and accurate. As a professional, you must follow all regulatory laws that apply to your business, including your public interactions on social media. Social media is most effective when it works together with other tools and resources the Company provides you to build your business. Avoid negativity in your posts —always share positive information and treat everyone you encounter with respect.