Compliant Social Media Marketing Solutions for Financial Advisors
By Scott Peterson. A top Morgan Stanley Smith Barney compliance officer said recently the company has been surprised to discover that its financial advisors in their 50s and 60s were achieving more success in the use of social media than younger advisors. The comment was made at a recent panel on social media in the financial […]
By Stephanie Holmes If you are in compliance, before you freak out, hear me out. I’m talking about creating a personal Twitter profile. There are a lot of rules advisors have to follow but being allowed on Twitter personally is really no different than being allowed on Facebook personally, and I’d like to see […]
This post comes from Hunter Richards of . Application event streams - timely business updates that can be followed and discussed in a social activity stream like those of Twitter and Facebook - are kick-starting social conversations among employees about business strategies and sales figures. We’ve all seen what Twitter and Facebook can do for […]
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