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The Financial Advisor’s Guide To Social Media Strategy and Policy

The Financial Advisor’s Guide To Social Media Strategy and Policy

Smarsh
Published by: Research Desk Released: Apr 24, 2019

The role of social media in financial services firms’ marketing and communication plans is growing. FINRA and the SEC have recognized this trend, and they’ve provided guidance on how to extend your compliance programs to encompass this channel.

This guide contains practical steps that will help you develop a social media strategy and policy that meets regulatory requirements while helping your firm gain maximum business value from your efforts.