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Free ebook: How to run a successful social media strategy for your ria

The takeaway is clear: Financial advisors need to get more social.

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, and your compliance department no doubt has more. This book will delve into the best strategies for financial advisors to use social media 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
PDM Social Media eBook 2019