Firm-wide social media training in one nine-part handbook, inside FINRA rules.
A top 10 wealth management firm put one nine-part handbook at the center of its social media training, with an 8 to 12 week plan for building new relationships, all within FINRA guidelines.
Employees wanted to post. They weren't sure they could.
For a top 10 wealth management firm in a regulated industry, social media can feel risky. The firm's advisors had networks worth reaching and expertise worth sharing, but many weren't sure what they were allowed to post, or how.
The firm needed a clear, firm-wide approach to employee social media. One that gave people confidence, kept everyone within FINRA guidelines and moved the firm's digital marketing forward.
In a regulated industry, social media made a lot of our people nervous. 26 Characters gave us one clear approach that kept everyone inside FINRA guidelines and gave people the confidence to start. They were easy to work with, and we brought them back for a second project.
We wrote the handbook, then the selling strategy.
We created an employee social media handbook that set out the firm's approach to how employees use social media. It focused on LinkedIn, with guidelines for style and the kinds of content employees should share.
We then built an 8 to 12 week social selling strategy, so employees had a clear plan for turning their presence into conversations.
The handbook covered nine areas, from why LinkedIn matters and how to use it for acquisition and retention to key messages, content production, creative templates and measuring success. It used LinkedIn’s Social Selling Index to encourage adoption, with shared content tracked every two weeks and an engagement snapshot every month.
One clear position on how employees use social media.
Style guidance and preferred content, written for a regulated firm.
A handbook built to sit at the center of social media training.
An 8 to 12 week strategy for turning presence into conversations.
One handbook at the center of firm-wide training.
The handbook became the centerpiece of the firm’s training on social media, giving people across a top 10 wealth management firm one clear approach and an 8 to 12 week plan for turning their presence into new relationships.
It helped the firm maintain FINRA compliance guidelines and moved its digital marketing forward. And it led to a second project: a best practices guide that standardized how events are planned across the firm.
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We build the plan that turns employees into brand ambassadors.
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Start with a free diagnostic. We'll look at how your people use social media today and what a clear approach could change.