Social media don’ts: What financial advisors should avoid

For financial advisors, social media can get you in front of people you might otherwise not meet as well as keep you at the top of mind with your clients. Some types of social media content, however, could work against the image you want to portray to attract and keep clients. So, it’s important to understand what you shouldn’t post on social media. 

A list of don’ts includes:

  • Being offensive or negative. This isn’t the place to complain, make jokes about others or talk about politics or religion.
  • Using all platforms the same. For example, Instagram is visual and great for photos, and LinkedIn is wordier and better for case studies and other long-form content.
  • Forgetting who your target audience is. Understand what social media your clients or target market uses and what topics they’re interested in and their pain points.
  • Sounding like all your posts are written by a bot. While you can use AI to generate social media posts, read them before posting and put your own spin on it.

To find out what works well for social media, watch Carla Brown’s video on mdrt.org, “Social media strategy without being overwhelmed.”

The biggest don’t is not starting at all. It can seem overwhelming, but you don’t have to run your social media yourself. You can hire a freelancer or a part-timer a few hours a week to generate and schedule content, or you may find someone on your staff who would like to do it. It’s not as onerous as you might think. 

Carla Brown is a seven-year MDRT member. She’s also a Top of the Table member.

For more on social media, read

Comments
  • Carl Johnson Abotsivia says:

    Thanks for sharing this insight. This is very much appreciated. I’ll start using these strategies

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