7 social media tips for advisors

By James Pelmore (@jamespelmore) | October 1, 2011 | Last updated on October 1, 2011
1 min read

“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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James Pelmore (@jamespelmore)