Wait just a second – I have to check my blood pressure. As an insurance advisor, I’m viscerally protective of my financial service friends – especially when it comes to so called “experts” soliciting social media services. Like a mother bear with her cubs – I’m watching out for our community of professionals!
I recently received an email from someone promoting a social media workshop. In it, she has three bullet points that outline [and I counted them!] 14 things an advisor should be doing in social media today to be “successful”. THEN, adds 4 more things they should learn but ends it by saying “...without exhausting yourself.”
Are you for real? I’m exhausted just reading this crap, much less doing 18 things in total to be successful by someone else’s measure. Let me get this straight – an advisor is supposed to do ALL of this stuff as well as meet with clients, handle an office with all its paperwork and manage staff, etc.
…without exhausting yourself. Sigh.
Aren’t financial service professionals already exhausted? Between FINRA, SEC and other compliance parameters, navigating the course through social media can be exhausting. Piling on a bunch of additional crap that is laced with a smidgen of guilt [about doing this stuff to be successful] does not help advisors understand the power of social media. It promotes apathy. If there is one thing we do not like in financial services, it’s apathy.
My advice? Trust your gut instinct. If what you can manage is a Facebook account where you connect with your clients and talk – WOOT! You’re successful! If you can manage a Twitter account where you follow your clients and their conversations – WOOT! You’re successful. Are you on LinkedIn, keeping it updated and connecting with folks – WOOT! Success in social media is defined by YOU, not any “expert” who tries to get you to mold to their definition of success.
Be bigger, better and more BIONIC today!
Sheryl Brown / @BIONICsocialite