Considerations for Tweeting in a Time of Twitter Turmoil

Everyone’s talking about Elon Musk’s Twitter takeover, but do you know what that means for your firm’s account? Without commenting on Musk’s business strategy, his bold actions, such as changes in verification process including the Twitter Blue launch and an overhaul of moderation policies, have caused many of our clients to wonder what a Musk-led Twitter might mean. As you [...]

By |2022-11-30T17:07:57-06:0011/30/2022|

Observations on effective social media programs

During a recent call with a client we admire for its strong thought leadership and social media outreach, we spent a few minutes discussing the goals of social media communications. Are successful social media programs measured mainly by an increase in sales or leads added to the pipeline? That is one measure. But in our experience, a successful program does [...]

By |2022-08-17T15:36:53-06:0008/15/2022|

Are you looking to gain more traction with your social media posts? Start with your own team

When our clients ask us how to increase their social media reach and engagement, we counsel them to look first at whether and how much their own employees share and like their corporate or thought leaders’ posts. The Twitter and LinkedIn algorithms that determine what is shown on a user’s feed favor posts that quickly attract high levels of engagement. [...]

By |2022-05-06T14:28:30-06:0005/06/2022|

LinkedIn: Is Your Firm Making the Most of the Social Media Platform?

   By now, most financial services firms are aware of the marketing power of LinkedIn. Even if they don’t use social media platforms such as Twitter or Instagram, it’s rare to come across a firm that isn’t on the professional networking site. LinkedIn says its members are 2x more likely to seek financial advice on the platform and are 1.7x [...]

By |2021-09-24T11:37:23-06:0009/21/2021|

The Subtleties of Voice, Tone and Style on Financial Social Media

Gone are the days when being active on social media is optional. Social media should be seen as an extension of a robust communications strategy; however, simply having a presence is not enough. Social media is an important place for firms to highlight media coverage, leverage thought leadership, reach new audiences and extend their brand’s reach.   Social media is an extension of an overall communications plan. Just as it is important to have a consistent brand [...]

By |2021-06-22T09:54:59-06:0006/17/2021|

LinkedIn’s advertising platform is changing – and B2B firms should pay attention

LinkedIn is the No. 1 platform for business-to-business (B2B) marketing, with 94 percent of B2B marketers using the channel for content distribution. According to the site, LinkedIn is also the biggest driver of traffic to B2B websites and blogs, with half of all social media referral traffic stemming from LinkedIn. Recent changes to its advertising platform make the social channel [...]

By |2020-04-24T09:43:50-06:0001/29/2019|

Social media content strategy: Not a one-size-fits-all approach

All social media platforms are not created equal. To increase engagement rates and the odds of connecting with your ideal audience, tailor your social media content uniquely for each platform. It’s helpful to take a step back and look at the demographics, audience reach and purpose of each platform, and then identify how they relate to your firm’s overarching goals. [...]

By |2020-04-24T09:45:08-06:0012/12/2018|

Putting down the mirror: How to improve your social media strategy by evaluating your competition

When trying to make impactful and lasting changes to your organization’s social media presence, it can be challenging to decide where to start. While it is imperative to periodically assess your own footprint and evaluate from within, don’t stay there too long. If you don’t take the time to look beyond your mirror, you’ll miss out on the valuable (and free!) information you could learn from examining the performance of your peers.   Although this process can be relatively time [...]

By |2019-02-06T13:18:08-06:0009/27/2018|

Tips for sharing company videos on social media

Videos are an excellent way to share a message or tell a story that would be difficult to capture in a typical article or blog. If you’re creating videos for your clients, consider sharing it beyond your company’s website. Take it to the next level by posting the video across all social media platforms. Social networks like Facebook, Instagram and [...]

By |2020-04-24T09:46:53-06:0012/19/2017|

New form ADV requirements now in effect—list of corporate social media accounts required

As of October 1, the SEC has revised the questions in Form ADV based on its rule release IA-4509. One key area of revisions relates to social media. The SEC’s summary of all ADV changes is available here. The following screen shot from that PDF file shows the edits to the social-media and website-related questions. Several points of clarification are [...]

By |2020-04-13T05:04:50-06:0010/02/2017|
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