Like This: Financial Advisers Adding Social to Their Portfolios


Got a pressing question for your financial adviser? Depending on the firm he or she works for, you may be able to tweet it "@" them, or send it in a Facebook message. Raymond James, a Florida-based financial-services firm, announced on Nov. 3 that it has begun providing its 5,400 financial advisers compliant access to LinkedIn, Facebook and Twitter to connect with existing clients and prospects. 

Michael White, marketing director for Raymond James, told The Wall Street Journal that not only is the firm allowing advisers to use preapproved and pre-written messages, advisers can also write their own custom posts and tweets, which will be compliance-reviewed before going live. 

White said there was a significant increase in the last year of advisers pushing to use social media as an extension of their communication efforts. "Social media enables financial advisers to communicate in a little less formal and more frequent way with prospects, existing clients and centers of influence," said White.

From a communications perspective, Raymond James' decision to not limit its advisers is the right one. The firm and its advisers will be able to capitalize on the same opportunities Facebook and other social networks have provided for PR: the chance to be authentic, listen, add value, build relationships and cast oneself as an expert for a wide audience. 

Learn how to build a community of influencers and advocates at 
PR News' Facebook Conference on Dec. 1 in Washington, D.C.




Comments Off

Deals of the Week

Get $150 Off PR News' Social Media Summit with Taste of Tech

prn_ms_175x135_ep

Unlike other conferences, you’ll be immersed in the strategies and tactics that you can apply right away to your work as a communicator. You’ll learn what it takes to compete for attention, engagement and positive brand awareness across an array of social media networks.

Use code “150off” at checkout.

Get $50 off PR News' Digital PR & Social Media Guidebook

DigitalPRSocialMedia_PrintDigital_vol6

This guidebook has one essential purpose: helping you maximize your communications effectiveness in the digital world. The articles in this guidebook produced both by the PR News staff and more than fifty communications industry thought leaders, focus on most every facet of digital PR and social media.

Use code “DIGITAL6” at checkout.

Save $100 on a PR News Subscription

Let PR News become your weekly, go-to resource for the latest PR trends, case studies and tip sheets. Topics covered include visual storytelling, social media, measurement, crisis management and media relations.

Use code “SUBDEAL” at checkout.

Comments are closed.