Ten Tips to Not Make a Fool of Yourself on Social Media

Posted by adaniels in Blog on February 29, 2012

Many financial advisors want to get on board with social media, but they do not want to make mistakes, alienate customers, or violate federal regulators. RegisteredRep.com has 10 tips on what not to do in social media, so that financial advisors are aware of the pitfalls.

First of all, the hard sell doesn’t work online. You don’t want to be “that guy” or “that girl” constantly pushing products, Registered Rep writes. Instead, think of it like an online cocktail party; you wouldn’t shout from the rooftops there about how great your services are, so don’t do it online. Also, do not cold-call the friends of your online friends, or the followers of your online followers. You will be perceived as making a huge faux pas. And don’t even think about spamming – all it will do will get you a bad reputation.

Needless to say, everything you do online should be in a professional manner. So that means skip the offensive jokes and pictures on your pages. You can have personal things, but please keep them non-embarrassing. Don’t put anything online that you wouldn’t want your clients to see.  And remember, skip the minutia. It’s too much information to tell everybody what you had for breakfast, lunch or dinner.

Also, keep up with your social media. In many cases, people make a huge effort at the start, then forget about it after a week. Don’t do that. In addition, please customize what you say to others – it’s more effective that way. But don’t simply recite back where the person went to school, or where they went to work after college. That could come across as creepy. Stay subtle.

Please check your spelling and grammar for typos and such before posting on social media. Errors in your tweets and Facebook posts could potentially take away from your credibility.

Finally, don’t think you are all that on Facebook, LinkedIn, Twitter or other social media sites. Don’t pretend you vacationed in St. Bart’s when you really went to Seaside Heights. Not only will you be perceived as putting on airs, but it could all catch up with you.

Written by Lisa Swan


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