Social Media Policy Development for Financial Advisors

Amy Mcilwain, President & CEO of Financial Social Media
As a financial professional, you probably know that you need a social media policy, but may wonder: What exactly should it say? What should it include? How do I even get started?

This webinar is designed to arm you with the best strategies for making a social media policy that is compliant, specific and relevant to your firm. By the end of the presentation, you will understand:
•The overall purpose of social media policies
•The tone and writing style appropriate for social media policies
•How to establish best practices for personal websites and social media platforms
•How to establish best practices for business social media platforms
•How to create protocols for crisis situations

If you are a financial professional using social media, this discussion is one you won’t want to miss!
Aug 15 2012
29 mins
Social Media Policy Development for Financial Advisors
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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: Social Media Policy Development for Financial Advisors
  • Live at: Aug 15 2012 5:00 pm
  • Presented by: Amy Mcilwain, President & CEO of Financial Social Media
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