Delta Psi Rho - Zeta Chapter

Is Your Firm Ready to Grow with Strategic, Compliant Social Media Content?
Answer these quick questions to see how prepared your firm is to leverage YouTube and LinkedIn for client acquisition while staying fully compliant with FCA regulations.

Your Name*

First NameLast Name

Company Name*

Email*

example@example.com

Do you currently use YouTube, LinkedIn, or other social platforms to attract clients?*

Yes, regularlyYes, but inconsistentlyNo, but we’re interestedNo, we’re not using social media

How comfortable are you with creating video content?*

Very comfortable we produce content regularlySomewhat comfortable we’ve done it a few timesNot comfortable we need guidanceHaven’t tried it yet, but interested

Are you familiar with FCA financial promotions regulations when it comes to social media content?*

Yes, we’re confident in complianceSomewhat, but we need more clarityNo, we’re not sure where to startWhat are financial promotions regulations?

Do you have a content plan that targets your ideal client?*

Yes, we have a detailed planWe have a basic idea, but it needs workNo, but we want to create oneNo, we don’t have a plan in place

How do you currently measure the success of your social media content?*

We track engagement and leads regularlyWe track some metrics, but it’s inconsistentWe don’t have a system in place yetWe don’t produce enough content to measure

Would you like support in creating a strategic, compliant content plan for your firm?*

Yes, we need help with everythingYes, but only with specific areas (e.g. compliance, content strategy)Not sure yet, but open to discussingNo, we’re managing it ourselves

Tell us how you feel about using social media and the challenges your facing.

TOTAL SCORE

Potential Opportunity

Your firm may not be fully utilizing social media yet. There’s a great opportunity to develop a strategic and compliant content plan to grow your business.

Some Progress

You’ve started leveraging social media, but there’s room for improvement. We can help refine your strategy and ensure full FCA compliance.

Well on Your Way

You’ve made good progress with social media, but refining your content strategy and ensuring full compliance will help you achieve even better results.

Social Media Score Card