Financial Advisor Social Media Case Study: Success managing a compliant Facebook account in a highly-regulated industry

Driving engagement on social media is already challenging, sometimes. When operating the social media accounts of a financial services organization, it gets even harder. Communication surrounding the finance business is highly regulated, and that includes what you say on social media—even just a framed award in the background of a photo can give people the idea that you can guarantee some kind of investment return, for example, and that is a no-no for financial companies on Facebook.

This is the story of one such client of mine and how we’ve managed to grow their account despite these issues!