How to Build a Successful Advocacy Program in the Financial Services Industry

In the financial services industry, building trust and establishing a credible brand image are essential for success. 

One of the most effective ways to achieve this is through employee advocacy.

While compliance and industry regulations present challenges, they do not make employee advocacy impossible. Financial institutions can still thrive by adopting the right approach.

In this episode, Lesia goes Behind the Post to give an inside look at how she developed a compliant and successful employee advocacy program for her financial services company.

She shares proven tactics for encouraging employee participation while ensuring strict adherence to industry regulations. This includes the use of internal weekly newsletters to keep advocates informed about the latest content, her structured content approval process, and an internal academy where advocates must pass a compliance test before onboarding.

From establishing clear guidelines to navigating varying regulations across global teams, Lesia reveals everything you need to know to replicate her success in your own organization.

Hot Topics:

• The internal academy course she designed to ensure advocates understand compliance regulations
• Strategies for navigating different legal requirements across global teams
• Her content approval process for maintaining compliance
• How she encourages advocates to humanize their online presence