Social Media
The latest news and advice about successful social-media communications, including the best methods and strategies for financial advisors.
Marketing and Communications
How to sell on social networks
By Jay PalterTo be an effective social seller, you must answer two questions: Who are you and who are you trying to reach?
October 27, 2013
Who owns your social-media accounts?Dont let employees walk off with your valuable property.
October 16, 2013
Compliance clash: FINRA rules and state laws at odds over social mediaFINRA wants advisors' social media accounts to be monitored, but some states won't allow it.
October 16, 2013
Compliance clash: FINRA rules and state laws at odds over social mediaFINRA wants advisors' social media accounts to be monitored, but some states won't allow it.