Social media best practice | Quilter Marketing Toolkit

Social media – best practice

Before you delve into the world of social media, this section is here to help you get the most out of your social media presence.

Choose your username with care. Usernames are one continuous word on these platforms so you want to avoid ambiguous meanings. Same goes for any hashtags used.
Use hashtags to increase the chance of your content showing up in searches. However, make sure that all hashtags used are relevant to the post in question.

Bring out your personality but do so in a professional manner. Think of the type of content you would like to see from a business, and use that as inspiration. Make sure you adapt it so it works for your particular clientele.
Take inspiration from other content on the platform, but never fully copy an idea from someone else. Create your own take on it, and if appropriate credit where the original idea came from.

LinkedIn and Facebook are the main platforms we recommend advisers start with as you can share the same type of content across both, making it quick and easy.
To maintain a presence, it’s good to share content two times a week on average.
Your clients will respond better if the content you share is relevant to them. It can be on a business level but don’t be afraid to post some more personal content as well.
Show your personality but keep it professional.

Don’t leave genuine comments or questions from your followers without an answer for too long. It’s best to aim to respond the same day unless it’s a weekend.
To avoid you opening yourself up to unnecessary risks, you need to ensure any financial promotions have received approval from your financial promotions team before posting.
If you want to go further, and enjoy being on social media, you can add other platforms to your repertoire. Pick the platform that is right for you and fits how you like to share and interact with content.
If you’re using Instagram and/or TikTok, you need to be more active on these platforms to get followers compared to LinkedIn and Facebook. The algorithms heavily favour consistent users.