Marketing

Feature Friday: March 27, 2020

It’s the last Friday of the month, and while it’s been quite a month, we hope that you have stayed safe and healthy. Check out some of our top reads of the week on how to remain compliant on social media to working remotely as we head into the new month.

1. 5 Ways for Financial Advisors to Remain Compliant on Social Media via RightCapital

Social media marketing is an incredibly important part of every financial advisors’ digital marketing strategy, especially since there are so many people on social these days. With all of the red tape that comes with the industry, however, it’s pertinent that you remain compliant while creating your content. This is something that can cause advisors to shy away from social media altogether, but that would really cause them to lose out ways to really boost their SEO. Check out these five ways to remain compliant on social media from Chief Marketing & Business Development Officer at Twenty Over Ten, Samantha Russell.

  1. Have a policy in place & train all of your employees
  2. Make sure that you are supervising and archiving
  3. Do not make recommendations
  4. Keep tracks of the types of communications
  5. Electronics are the same as signing something

For a deeper dive into each of these tips, check out the entire article!

Compliant on social media

2. Work-from-Home Hacks (Distraction-Proof Advisor Video #184) via Paul Kingsman

Most companies are having their employees work from home during the Coronavirus pandemic, and though many people already do work from home, it’s a whole new world for many people. Here are some ways to work more effectively.

  1. Establish your specifically-defined workspace and time at home.
  2. Treat the space and time boundaries as you would when working in your office, separating home and personal life. Also consciously self-manage your appetite and interactions with your family.
  3. Share ideas for more effective work-at-home habits with your clients, who are likely facing the same challenges.

Check out this short video from Paul Kingsman to find out more.

Paul Kingsman

3. 10 Mins with TAM-COVID-19-Remote Work Options via Top Advisor Marketing

While most companies are working from home to flatten the curve when it comes to the spread of the Coronavirus, but for many companies, that might not be an option. This podcast gives solutions to help you and your team if not everyone can work remotely.

Top Advisor Marketing

4. 10 Steps to Living Your Best Quarantine Life via Three Crowns Marketing

Even if you are used to working from home, everything around you being shut down as many people take part in this “involuntary quarantine” can feel a bit off. Here are 10 steps that you can take to get the most out of this time!

  1. Try to get outside
  2. Get dressed
  3. Exercise and try to get fit
  4. Connect with family, call your mom
  5. Make sure you are taking breaks
  6. Take up a new hobby
  7. Read more books
  8. Meditate
  9. Stay prepared
  10. Help others

Try to remain positive and take each day as it comes, and we will get through this.

Three Crowns Marketing

5. LinkedIn Makes “LinkedIn Learning” Courses on Working From Home Available for Free Amid Coronavirus Changes via Social Media Today

Like many platforms, LinkedIn is updating its measure in response to the Coronavirus. LinkedIn outlined the steps it’s taken to keep its members informed, which includes broadcasting World Health Organization updates live daily and “scaling its events platforms to enable companies to reach audiences virtually”.

They have also created a new Trending News element, in order to highlight reliable updates from experts, including the World Health Organization and the Center for Disease Control and Prevention. Check out the article for more details!

LinkedIn Learning

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