6 Social Media Do’s and Don’ts for Financial Pros

By Doug Wilber

What You Need to Know

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• Younger generations are the clients of the future, and every generation is increasingly digital.
• This means that social media marketing for your firm is a necessity.
• However, crafting and maintaining a good social strategy doesn’t have to be complicated.

In today’s competitive insurance and financial advice marketplaces, it’s impossible to deny the effect of social media on business — and, quite frankly, social media in general. A2022 Pew Research studyshowed that consumers in every age group are shifting to digital, especially younger generations.