Social media isn’t different from marketing. It IS marketing, and if you haven’t jumped in yet, you absolutely should. But FINRA regulations are clear on social media; financial advisor firms must be diligent in company and employee online conduct…are you completely in compliance?
Today is as good as any other to create and implement a social media policy. To start you off, here’s a policy template you can use.
[button link=”http://shoefitts.com/wp-content/uploads/2014/10/Social-Media-Policy-Template-BASIC.docx”]Get the Template[/button]
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