Social Media Guide for Financial Professionals

financial social media guide

Marty Thompson is always discovering fantastic content when it comes to social business. If your company is seeking professional consultation on developing your social efforts, I don't know of a better consultant in the industry. In this infographic, the guidance is directed to financial professionals. Many times, financial organizations feel like their hands are tied due to regulatory compliance issues – it's really not the case at all. Financial professionals who are both leveraging social media intelligently and have the processes and platforms to stay compliant are doing fantastic.

According to the latest Advisor Touchpoints study from Cogent Research, 87% of advisors in the business for five years or less are using social media (a significant increase from 2012), while only 35% of those who have been practicing for more than 20 years are socially engaged. Whether you’re currently incorporating social media into your practice, working on a plan, or waiting a little longer, there are some definite dos and don’ts to consider.


What do you think?

This site uses Akismet to reduce spam. Learn how your comment data is processed.