“Failure to get into the game could result
in missed opportunities.”
-James Pelmore (@jamespelmore) on social media
- Talk to your compliance department and find out what your advisor agreement states, and whether your firm already has a compliance policy in place
- Post only as much personal information as is available on your business card
- Be a follower rather than an active poster
- Retain permanent records of all online communications with clients
- Refrain from giving investment product recommendations
- Don’t hide behind a screen name. It doesn’t help you establish your brand
- Be prepared to defend what you say online. Once you’re out there, you’ll have critics.
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