said 3 months, 3 weeks ago:
I actually did some research into this last year for a client looking to create a document for financial advisors.
However, last I heard they still hadn’t published it, and it went through so many changes after I let go, I’m not sure what it will say.
I know from getting some internal docs from friends of mine in the financial industry, that caution seemed to be the word of the day.
For example, LinkedIn was the only social media platform allowed for one company. You could only post what compliance gave you. You could not post any original content or ask people to join your network.
You could join groups, but you couldn’t start a conversation or respond to a conversation. (Imagine if you gave your advisors the same advice for an in person event!)
However, there are some forward thinking firms out there (often the smaller ones). I’d focus on content creation platforms, such as blogs and YouTube rather than social networks, if it were me.