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The Financial Advisor's Guide to Social Media Strategy & Policy

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Your 2019 Guide to Social Media Strategy & Policy

The role of social media in financial services firms' marketing and communication plans is growing. FINRA and the SEC have recognized this trend, and they've provided guidance on how to extend your compliance programs to encompass this channel. 

This guide contains practical steps that will help you develop a social media strategy and policy that meets regulatory requirements while helping your firm gain maximum business value from your efforts.

Download the 2019 Financial Advisor's Guide to Social Media to learn:

• The key FINRA and SEC social media regulations for broker-dealers and registered investment advisors

• Effective strategies for developing a social media presence that meets compliance obligations

• How technology can help you keep up with social media conversations and meet your business goals