Leveraging Social Media While Navigating Compliance

Glossy brochures and a well designed website are fundamental marketing tools, but in today’s world, when people want to learn about your firm, they are just as likely to use various social media sites within their due diligence. This is a tricky thing for advisors to balance. Without a social media presence, you risk your company’s brand and being defined by someone else, yet there are significant compliance limitations as to what can be stated and shared via Twitter or Facebook. In this 2012 Wealth Advisor Forum session, industry marketing experts shared their advice on walking this thin line and give pointers on effectively utilizing social media tools to your advantage without running afoul of compliance.