Compliant Social Media Marketing Solutions for Financial Advisors
The exponential growth of social media in the online world has quickly caused the lines to blur between the personal, professional, private and overall general models of interaction and conduct online. Implementing a social media policy for you and your organization is key in setting guidelines, rules and regulations on what is appropriate and how […]
Words to the wise from our elite team of experts and executives with knowledge and experience from all corners of the financial services industry. Practice Management Tip: James Carney, CEO “Good practice management requires consistent measurement and review of key business metrics. Many advisors create a ‘dashboard’ in Excel or their CRM that provides them […]
With social networks growing in number by the second, it’s no wonder why more and more businesses are hopping on the social media bandwagon. What better way to market your company’s brand, create relationships with prospective clients, and nurture your current client relations as well. So why then do two out of three financial professionals […]
As firms develop their social networking strategy, and grant approvals to brokers to use social media for business purposes, there are a few issues that the firm must consider. Initially, the firm must determine which individuals and which departments will be allowed to use what type of media. In this area, firms must be careful […]
Loic Jeanjean, Director of Web Marketing at Advisor Websites hosted a free webinar about how Financial Advisors can become/remain active on social media sites. He also shared valuable tips and ideas on how to prospect, stay top of mind and stay in line with the latest FINRA and SEC guidelines. Here is the deck of […]
As broker-dealers consider letting registered representatives use social media for business purposes, a well-developed compliance program in this area is essential. Whether the media is something like a blog, Facebook, Linkedin, Twitter, or something else, firms must remember that they have an obligation to reasonably supervise its use. This means that the firm must develop […]
As a financial advisor compliance can be a nightmare…especially when it comes to social media. The question is, how do you successfully manage your social networks while remaining compliant? There are myriad products that give you the ability to organize, manage and execute a winning strategy. In addition to our handy Social Media Compliance Guide […]
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 […]
Financial Social Media President Amy McIlwain”s interview with Annuity News Now covers the use of social media to enhance professional practice, as well as overcoming compliance issues and guidelines. [vimeo]http://vimeo.com/20652222[/vimeo]
So you’re a registered rep. or an advisor who wants to harness the power of social media for business purposes. Maybe you want to raise brand awareness of your business, increase your personal profile, or perhaps start a blog to improve internet visibility and help educate your clients and potential clients. But what do you […]
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