SlideShare a Scribd company logo
Social media &
compliance
in the financial industry
@AdvisorWebsite
@FinSocMedia
Twitter.com/amymcilwain
Facebook.com/FSMfanpage
Linkedin.com/in/amymcilwain
Youtube.com/amymcilwain
@AdvisorWebsite
@FinSocMedia
Agenda
1) Social media policy and training
2) Management Training
3) Reputation & Brand
4) Legal & Privacy
5) Operational
6) How-to demo
7) Case study
@AdvisorWebsite
@FinSocMedia
“Forms of electronic communication through
which users create online communities
to share information, ideas, personal
messages, and other content (as videos).”
- Merriam-Webster
@AdvisorWebsite
@FinSocMedia
Compliance.
@AdvisorWebsite
@FinSocMedia
Regulatory Notice
10-06 and 11-39
“The goal of this Notice is to ensure that—as
the use of social media sites increases over
time—investors are protected from false or
misleading claims and representations, and
firms are able to effectively and appropriately
supervise their associated persons’
participation in these sites.”
“At the same time, FINRA is seeking to
interpret its rules in a flexible manner to
allow firms to communicate with clients and
investors using this new technology.”
@AdvisorWebsite
@FinSocMedia
Social Media Policy & Training
“Each firm must develop policies and
procedures that are best designed to ensure
that the firm and its personnel comply with all
applicable requirements.”
Regulator Notice 10-06
“A firm must conduct appropriate training and
education concerning its policies, including
those relating to social media. “
Regulator Notice 11-39
@AdvisorWebsite
@FinSocMedia
Company Goals
• Introduction to company social media team
• Overview of company social media properties
• Company social media goals
• How employees can participate
@AdvisorWebsite
@FinSocMedia
Personal Use of Social Media
• Definition of personal use of social media
• When to include social media disclaimers
• Risks of posting on personal vs. company social networking
profiles
• What type of information should be confidential, what’s okay
to share and how to tell the difference
• How to manage online recommendations
• Employee social media privacy
@AdvisorWebsite
@FinSocMedia
Business Use of social media
• Definition of business use of social media
• How to represent the company brand on social
networking sites
• Issues that could impact data security and
confidential information
• Overview of intellectual property, copyright and fair
use as it pertains to social media
• How and when to respond to third-party messages
@AdvisorWebsite
@FinSocMedia
Recommendations & reviews
• Recommendations for others
• LinkedIn recommendations vs endorsed skills
• Recommendations on 3rd party sites
– Google Reviews
– Yelp
– Angie’s List
– Facebook
@AdvisorWebsite
@FinSocMedia
Pre-review vs post review
• Static Content
• Interactive Electronic Forum
• Social Media Archiving
@AdvisorWebsite
@FinSocMedia
Social media ethics
• Demonstrating tolerance for alternative points
of views
• Social media discrimination and harassment
• Determining what is appropriate to share on
social media and what is inappropriate
@AdvisorWebsite
@FinSocMedia
Management training
• Employer rights to monitor how employees use social media for personal
and business use
• Free speech rights and what employers can prohibit employees from
saying online
• Rules for using social media to screen job applicants and monitor
employees’ personal communications
• Guidance for connecting with employees on social media
• Guidance for whether employers can investigate an employee’s
misconduct on social media, both on and off duty
• Customer and prospect data security
• Social media property ownership
• Use of mobile devices for social networking on the job
@AdvisorWebsite
@FinSocMedia
Reputation & Brand
Brand Consistency
• Key messages and soundbites
• Logo placement and branding guidelines
• Use of images and photos
• Post & pre-review process
Responding to 3rd party posts
• How to determine whether a response is needed
• Timeliness of response
• Tagging people and profiles
@AdvisorWebsite
@FinSocMedia
Legal & privacy
Copyright Law
• Use of images
• Sharing third-party content
• Content repurposing
Photo Privacy
• When and where to include disclosures
• Obtaining photo releases
• Tagging others (employees, clients, media)
@AdvisorWebsite
@FinSocMedia
Operational
Social Network Security
• Choosing passwords
• Transferring network ownership
• What to do when an employee leaves
• Malware and phishing scams
• Mobile app security and mobile posting policy
Regulatory & Compliance
• Compliance pre-review process
• Compliance post-review process
• Crisis management
@AdvisorWebsite
@FinSocMedia
Download the Compliance Guide
www.financialsocialmedia.com
@AdvisorWebsite
@FinSocMedia
How to…
• LinkedIn Endorsements Settings
• LinkedIn Review Options
• LinkedIn Connection Privacy
• Twitter Private Lists
@AdvisorWebsite
@FinSocMedia
Clean layout &
design
Search engines
love blogs!
Social buttons
on every page
@AdvisorWebsite
@FinSocMedia
@AdvisorWebsite
@FinSocMedia
@AdvisorWebsite
@FinSocMedia
@AdvisorWebsite
@FinSocMedia
Lessons from Leamnson
• Consistent branding across multiple channels
• The best messages add value (not self
promotional)
• Share content & drive traffic back to your
website
• Allow readers to share your content on social
@AdvisorWebsite
@FinSocMedia
“The secret of change is to focus all of
your energy not on fighting the old but
on building the new.”
- Socrates
@AdvisorWebsite
@FinSocMedia
Education
Social Media Coaching
FSM University
1-1 Training
Managed Services
Social Media Startup
Turnkey Management
Email Marketing
Consulting
Marketing Audit
Digital Strategy
Action Plan
@AdvisorWebsite
@FinSocMedia
Call AdvisorWebsites today
1-888-946-3188
To get a complimentary consultation and learn about our
exclusive social media packages!

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