Updated September 6, 2023, at 4:08 PM

Social media and financial professionals aren’t always a match made in heaven.

And that’s okay.

If you put me in front of clients, in charge of their hard-earned money; I’d fold like a house of cards.

But, I do know quite a bit about social media and its best practices.

So, to clear some air around this topic, I did some good ol’ fashioned brainstorming to come up with ten social media “to-dos” and ten “to-don’ts” that can help you improve your social media performance across the board. Alright, enough gobbledygook, let’s get to the point.