Holiday Do’s and Don’ts for Advisors on Social Media


Social media is a way to humanize your company. And the holidays give you an opportunity to do just that. So, what are you planning to share over the next month? Let’s start with some dos and don’ts.

The don’ts

  1. Don’t neglect your social media accounts. With extra year-end meetings, social events and holiday preparations, it’s easy to let social media marketing slip. However, your clients are online now more than ever and it’s a great way to stay in touch.
     

  2. Don’t drink and post. It’s likely that you’ll attend more cocktail events than usual this time of year, and although it’s a good idea to chronicle who you’re with and where you’re headed, no posting pictures to your LinkedIn, Facebook or Twitter accounts when you’ve had more than one drink. Update your status of where you’re going ahead of time, and follow up with pictures and connection requests the next day.
     

  3. Don’t forget about snail mail. A hand-written note or professional holiday card absolutely still has a place in today’s digital world.

The dos

  1. Incorporate a theme. Joy? Gratitude? Celebration? Incorporate pictures, quotes, questions and more to highlight a consistent theme that shares your firm’s mission.
     

  2. Focus on philanthropy. If there is a certain charity that you strongly believe in, hold a year-end volunteer project and chronicle your experience via social. Volunteering at soup kitchen? Collecting canned goods? Purchasing extra coats or toys for the needy? Use social media to get more participation in your project, involve your followers and showcase your good deed.
     

  3. Chronicle client events. Saying thank you to clients at the end of the year by hosting an event?  Invite clients via your Facebook page or LinkedIn messages and take pictures of the live event. You can tag your clients in your messages so their communities know that you were grateful for their business this year.  (with their permission, of course)
     

  4. Post local community happenings. When’s the tree lighting in town? Fireworks taking place? Local parades? Post links to articles with all of those details. Your clients are likely looking for these types of community events this time of year!
     

  5. Distribute year-end planning tips. Now’s a great time of year to show your value to clients by sharing year-end tax planning or charitable giving tips. You can leverage providers such as SEI, the IRS website or popular financial publications such as CNN Money or Yahoo Finance for content. Just check with your Broker Dealer on what’s permitted to share.

Amy Sitnick is the social media contributor for Practically Speaking and also serves as a senior marketing manager for the SEI Advisor Network. www.seic.com



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