Compliant Social Media Strategies for Financial Professionals

Rich LoPresti, Founder,
How do you successfully let social media into your practice? In this presentation, Rich LoPresti will cover compliant social media strategies financial representatives can use right away to grow their business. Audience will gain helpful tips on prospecting, presenting solutions and following up.
Dec 14 2011
45 mins
Compliant Social Media Strategies for Financial Professionals
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Business insight for RIAs and fee-only FAs
Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.

You can attend the webinars at no cost and will be able to submit real-time questions to presenters during the live online events. If you are unable to attend a webinar live, you can also view it afterward on demand.

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  • Title: Compliant Social Media Strategies for Financial Professionals
  • Live at: Dec 14 2011 5:00 pm
  • Presented by: Rich LoPresti, Founder,
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