policy

5 Social Media Policy Tips for Financial Advisors

July 19, 2012 by Amy McIlwain Leave a Comment

social media policies for financial advisors

Whenever I advise my clients to create a social media policy, they always respond with: okay, but what should it say? I understand because that was my first question when I first discovered the importance of a social media policy too. What should your social media policy include? How do you even get started? There […]

Filed Under: Social Media Tagged With: business, financial advisors, NLRB, policy, social media, social media policy

Compliance Guides for Financial Advisors

February 3, 2011 by Amy McIlwain 5 Comments

62% of financial advisors agree that social networking is here to say, saying that social media will have a lasting impact on the financial services industry,” Rydex Advisor Benchmarking, 2010. Our recent blog post, “Creating a Social Media Policy for Your Organization”, received a lot of positive feedback-and more than a few questions. In response, […]

Filed Under: Compliance, Financial Advisors, Social Media Tagged With: advisors, brand, business, company, financial, marketing, online marketing, organization, policy, social media, website

Creating a Social Media Policy For Your Organization

January 6, 2011 by Amy McIlwain 2 Comments

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 your organization is key in setting guidelines, rules and regulations on what is appropriate and how your business […]