The Financial Planning Process Can Help You with Social Media

November 13, 2014

When I entered the financial services industry in the mid-90s, one of the first concepts illustrated to me was the financial planning process. In effect, as I was charged with supporting financial advisors, I had to understand how they delivered a key component of their services to clients. Soon after I found myself mulling over how that model (illustrated below) would help me with my own technology and compliance projects. As you would expect, this process works quite nicely to demystify any complex initiative.

Tune in to Episode 21 of The Digital Well podcast where I walk through mapping this methodology to your social media initiatives.

How the financial plan process can help with your social media initiative on

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