Updated – Here’s a Free Twitter Guide for Financial Services Professionals

Advisers, and other financial services professionals have too many valuable contributions not to be seen and heard.

There are many converts among the financial services community who realise the benefits of using Twitter to help their business, but many are still a little wary.

I’ve teamed up with my former Bright Grey colleague, PR expert Neil Cameron, to write a simple “Twitter Guide for Financial Services Professionals” to encourage as many people as possible to get involved and join in.

And we’ve just updated the eBook after the recent FCA Guidelines on Social Media – FG15/4.

Twitter Guide for Financial Services Professionals

The guide is full of tips on how advisers can grow their followers, search for potential connections and engage with potential clients.

The guide is free when you subscribe for updates to the blog so get your hands on it now!

Neil and I hope you enjoy your Twitter Guide. Let us know what you think. Please leave a comment below or share your thoughts with a link to your own page.

No Excuse After FG15/4 – Time to Nail Your Social Media Strategy

Have compliance concerns stopped you using Social Media?

Back in 2010 the FCA raised concerns about using Facebook and Twitter to promote products. Many interpreted this as a wider concern about using Social Media in general.

The result. Some companies don’t use social media. Others set up such draconian approval processes that they may as well not use social media.


The FCA’s just published guidance paper, FG15/4:Social media and customer communications: The FCA’s supervisory approach to financial promotions in social media, means there are no excuses now for not developing a social media strategy.

Yes a social media post could be a financial promotion if it plugs the features of a specific product and its performance and needs balance and the usual warnings (quite difficult on channels with character limits). But this was true before the guidance so nothing has changed.

Social media posts could also point to compliant content elsewhere or offer comments on current issues. They are mainly about engagement.

At a high level I’ve always believed the way to stay compliant on social media is to adopt the following approach.

Don’t Push Product – Point to Great Content.

The FCA’s guidance says the same in a well written 20 page PDF with plenty of examples and illustrations.

So that’s it.

If compliance concerns held you back before, it’s now time to look at your social media strategy.

It’s time to ditch the 48 hour SLA’s for Tweet approvals. It’s time to start creating great content and using social media to find potential customers, engage them, and point to your great content.

Now it’s your turn:

What do you think of the FCA’s guidance on social media and customer communications? Please leave a comment.

If you are looking to put together a social media strategy I can help you. Please get in touch.

Bridget Greenwood on Planning for Social Media Success – MPAF36

Social Media is a proven method of finding and connecting with potential customers.

And with the recent FCA Guidance on Social Media use increasing confidence amongst Financial Businesses, we’re likely to see use begin to motor.

But whilst there is an immediacy about Social Media due to its very nature, using social successfully can be a long game. And planning is essential.

My guest today has built a successful business helping firms plan for success in social media.

Hear Bridget’s thoughts about the current social media landscape in financial services.

Listen to her tips and thoughts on putting together a plan for increasing your presence on social media and how you can use it to connect with new clients.

That’s all right here in episode 36 of the Marketing Protection and Finance Podcast.

Bridget Greenwood MPAF36

Who is Bridget Greenwood?

Bridget runs a company called Financial Social Media.

Winner of “Personality of the Year – Professional Adviser”, Bridget’s spent the last few years developing leading strategies within Social Media to extend reach, influence and connections, bringing business, clients and prospects together.

Previously an IFA Bridget works with financial advisers, wealth managers, professional bodies like the IFP, Panacea Adviser, asset managers and other financial firms.

Working with clients to put together a road map for their social media, offer training, guidance around governance, tools, implementation, monitoring and reviewing.

Bridget’s Contact links:

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