Those Facebook issues you keep hearing about are a top reason to
pay more attention to your account settings
Mar
30, 2018 @ 12:15 pm
I'm guessing that as a financial adviser you
go to great lengths to keep your office clean. After all, you'd be embarrassed
if a client could sign his or her name in dust on your fancy wooden desk. (Grab
some lemon Pledge, I'll wait).
I'm guessing that as a financial adviser, your
social media isn't nearly as neat.
Over time, clutter builds up online, whether
it's outdated passwords, dormant accounts or, as in the case of Facebook issues
of late, a lack of awareness as to what you're sharing and with whom.
You're actually lucky in the financial advice
profession, because a compliant shop should keep track of this stuff for you.
It's a different story if they don't, but this might apply more to your
personal use than work use. It's important either way.
So how in the world do you get started? It's
not as daunting as it looks.
Clean your permissions. This is the thing on Facebook that everyone is
talking about. In a nutshell, it's likely that over the months and years you've
granted permission for your Facebook account to access certain sites. This access
can share information with advertisers that you just assumed was kept private.
Go to your settings and find the section
marked apps. If you see something under there that you haven't used in forever
or you don't recognize, delete it. The good news is you can't break anything
under here. The worst thing that can possibly happen is you have to
re-authorize permissions or re-enter your password on your mobile device.
Clean your settings. This is an extension of what I just
recommended with permissions. Facebook isn't the only place where things get
out of whack.
Go to the settings menu on any social media
network you use and familiarize yourself with what's there. That sounds
generic, but it's not. Sometimes you see something right away that jumps out, such
as location being turned on for tweets. I recommend leaving this off so people
don't know when you are tweeting from home or from the gym. If you don't pay attention to
these settings, people can easily figure that out.
Clean your passwords. I used to recommend changing them twice
a year. I've dialed back on that a little bit because technology has changed
where it's not as important. But that said, 123456 is still not a password.
Neither is baseball. And, your social media account passwords and banking
passwords should never be the same. If you designed a password out of your
address, birthday and dog's name because it's easy for you to remember, I've
got bad news: Hackers are sophisticated enough to figure that out. Will they?
That's the $64,000 question, but you don't want to be on the wrong side of the
answer.
Clean up your comments. This doesn't apply to Twitter, but it
does to Facebook. And LinkedIn. And Instagram.
Sometimes, spammers infiltrate these comment sections. It's nothing personal,
it's just the way the digital world works. If you see something that doesn't
belong, delete it.
Clean up your friends. Some people are OK with never looking at
who they are following and who is following them back. I don't recommend being
one of those people. Maybe someone you followed six years ago left the social
media train three years ago and now is a dormant account in your friend list.
Nothing bad will happen, but that kind of thing drives me nuts. If you're
anything like me, you'll want to check your list. Check it twice if you put off
your spring cleaning to the holiday season (but please don't do that).
Clean up your profile photos. Do you even remember the last time you changed
your Twitter profile photo? On some sites it's important to be current. While
social media and dating sites are different, people do judge people in a
similar fashion. Plus, you'll confuse clients who find you on LinkedIn if your
profile photo is 20 years old.
In my more than 10 years of professional
social media experience, I've always recommended a deep cleaning of your social
media presence twice a year, tidying up regularly in between. That's still
solid advice, no matter if you are active on one network or 20.
Don't you feel cleaner already?
If you have a social media question or an idea
for a column topic, please let me know. Tweet them to me with hashtag #socialmediaadviser
or email skleinberg@investmentnews.com. And please
remember to follow us on Twitter at @newsfromIN.
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