Turn Employees Into Social Media Advocates

Young woman using her tablet computerThis requires as much planning as any other firm endeavor.

By Becky Livingston
The Accountant’s Social Media Handbook

There are two schools of thought when it comes to employee advocacy programs:

  • those that enable, increasing reach and participation, and
  • those that must be contained due to regulatory considerations, such as in the financial services, legal, insurance or medical professions.

MORE ON SOCIAL MEDIA: How to Set Your Firm’s Social Media Foundation | 10 Steps to Creating Employee Brand Advocates with Social Media | What ‘Social Sentiment’ Is and Why You Should Care | What a ‘Community Manager’ Does | How to Set Up a Social Media Plan | Tailor Content to Social Media Platform | Which Social Media Should You Use?
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Regulated professions, such as financial services, must follow certain guidelines when leveraging social media methodologies to promote the organization or firm. In this case, leveraging tools and technology to help listen and to monitor what is being said, commented on and shared by employees is extremely important. Security is the foundation for this model.
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How to Set Your Firm’s Social Media Foundation

White and black rabbits reaching to eat dangling carrotsDangle some carrots and your employees will bite.

By Becky Livingston
The Accountant’s Social Media Handbook

Employees can be the first, vital link to a long network of person-to-person shares.

MORE ON SOCIAL MEDIA: Marketing for Mobile | How to Listen on Social Media | How Social Media Affects SEO | Social Media Campaign 101 | Why Use Social Media for Marketing? | Write Headlines Worth Sharing | Who Is Your Customer? | What to Say on Social Media | How to Craft a Social Media Profile | Which Social Media Should You Use? | Determine Your Target Audience | What Is Social Media? | How Social Media Works with Accountants’ Top 5 Marketing Goals
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Many clients I’ve worked with over the years have wanted to implement a social media program within their respective firms. Even though staff knows it’s an initiative for the firm, they have limited or no guidance, lack communication, and basically are too focused on their jobs to think about it.
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10 Steps to Creating Employee Brand Advocates with Social Media

Happy businessman using smartphone at officeMaking your staffers into your best ambassadors.

By Becky Livingston
The Accountant’s Social Media Handbook

The only way to scale social business is to get it out of its nesting place – marketing, customer service, IT – and get it all the way to the edges of the organization.

MORE ON SOCIAL MEDIA: Marketing for Mobile | How to Use Social Media Analytics | What Someone Else’s Influence Means to You | Get People to Your Landing Page | Content Categories and How to Leverage Them | How to Manage Social Media in 22 Minutes a Day | Use Finesse in Sharing, Scheduling Content | How to Schedule and Manage Social Media Activity | How to Craft a Social Media Profile
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That means having people

  • buy into the vision for social business,
  • invest the time and resources in the practices and tools, and
  • enthusiastically do what they can to support those efforts.

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Marketing for Mobile

Becky Livingston: The more precisely you state your goal, the more likely you are to end up where you want to be.Best practices for reaching people on the go, including goal setting, advertising, tailoring ads and KPIs.

By Becky Livingston
The Accountant’s Social Media Handbook

With the rapid increase in mobile use, it can be challenging for CPA firm owners to reach their audience.

MORE ON SOCIAL MEDIA: How to Use Social Media Analytics | What ‘Social Sentiment’ Is and Why You Should Care | What a ‘Community Manager’ Does | How to Build a Strong Landing Page for an Accounting Firm | How to Set Up a Social Media Plan | DIY Design for Social Media | Tailor Content to Social Media Platform | How to Track Who’s Clicking Your Links | Which Social Media Should You Use? | How Social Media Works with Accountants’ Top 5 Marketing Goals
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The first step any firm needs to take is to make sure their website is mobile-ready and responsive. In doing so, your search on mobile will be easier to find and will state it’s a “mobile-friendly” site, which encourages mobile and tablet searchers to click.
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SURVEY RESULTS: Today’s Top Productivity Strategies

Weekly time sheet

Workflow issues and process management rank as top concerns.

By Randolph P. Johnston and Leslie Garrett
The Accounting Firm Operations and Technology Survey

Workflow issues and process management rank as a top concerns for all segments, and practitioners have a new wave of workflow automation tools in early 2016, including Karbon, Pascal Workflow, and Scalus, which have just emerged from beta testing, while other new products such as Intapp have entered the accounting profession after focusing in other professional markets.

MORE FROM THE SURVEY: SURVEY RESULTS: Accounting Firms Add New Service Lines | SURVEY RESULTS: How Top Tech Vendors Are Failing CPAs in the Cloud | Master Change, Master the Future | Why Every CPA Firm Is a Tech Company at Heart
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While innovation is good, we caution users to run pilot projects for a period of time on any workflow system before you implement.
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How to Leverage Social Media

Man showing woman something on laptop computerMake use of ALL your connections.

By Jody Padar
The Radical CPA

Social media is great for connecting with clients and prospects, but it also makes it easier to get published in the real media and that will give you the collateral for marketing.

MORE ON RADICALISM: Target Content to Consumers, Not Industry | Narrow Your Social Focus | How to Measure Social Business… and Why | 6 Ways the Cloud Helps CPA Firms | You’re Already a Consultant | New Thinking Brings New Results | How the ‘New Firm’ Was Born
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I’ve been quoted in Entrepreneur, Forbes and Inc. That’s priceless! That’s what I call return on attention.
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