“Failure to get into the game could result
in missed opportunities.”

-James Pelmore (@jamespelmore) on social media

  1. Talk to your compliance department and find out what your advisor agreement states, and whether your firm already has a compliance policy in place
  2. Post only as much personal information as is available on your business card
  3. Be a follower rather than an active poster
  4. Retain permanent records of all online communications with clients
  5. Refrain from giving investment product recommendations
  6. Don’t hide behind a screen name. It doesn’t help you establish your brand
  7. Be prepared to defend what you say online. Once you’re out there, you’ll have critics.

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Originally published in Advisor's Edge