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Free ebook: Best Practices for Financial Advisors Who Want to Use Compliant Social Media to Add New Relationships and Clients

Financial advisors, let's get more social today.

The challenge becomes how to use social media compliantly. The Securities and Exchange Commission has specific guidance on how financial advisors can use social media without affecting compliance. This book will delve into the best social media strategies for financial advisors to use successfully and compliantly.

You will learn how to:

  • Adhere to SEC and FINRA compliance standards
  • Be Your Own Brand Ambassador
  • Connect, Network, Share
  • Leverage Industry Experts
SM eBook cover