Updated Thursday, September 3, 2015 as of 2:47 AM ET

Personal vs. Professional? What Advisors Should Share

How do I balance my personal and professional life online?

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Comments (3)
Great post Caitlin,
As a former advisor and early adopter of social media in Financial Services I completely agree with your advice and support the authenticity and transparency that social provides. Many of my early clients were friends before they became clients and part of the reason they chose to work with me and my wife was because of our personalities and the values we shared.

I think advisors need to consider exactly why they want to begin using social media and then determine how it can be extension of their brand, quirks and all. It may sound too much like a 70's after school special, but being yourself is the best strategy when it comes to social.

Victor Gaxiola
Posted by victor g | Wednesday, April 02 2014 at 2:11PM ET
In the age of social media, there is no such thing as having a private life. Etiquette and good manners manner more than ever.

Posted by Stephen W | Wednesday, April 02 2014 at 3:17PM ET
SCW - you are so right! We have all seen how smart phones with cameras have been helping to shape good behavior by capturing (some people's, not ours)bad behavior. Etiquette and good manners are, as you say, more important than ever.

Victor - I agree with you, it pays to be authentic, quirks and all. But we need to present our best public personas at all times. I've always said life is too short to work with people I don't like and trust. And with more and more ways to get to know people online, I can quickly decide if we should be part of the same "tribe" or not.

Caitlin - good advice as always from you. Showing our passions is a good thing but having some sense of a filter is also a good thing. We are known by the company we keep. And by the things we hold dear. Social media gives others a window into our lives so posting pictures of work-related celebrations and good works in the community is a great way to use Facebook business pages.

Posted by Marie S | Wednesday, April 02 2014 at 6:43PM ET
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