Navigating the Compliance of Social Media

Presented by

Daniel A. Bernstein, Director of Professional Services, MarketCounsel

About this talk

Social media tools such as blogs, Facebook, Twitter and LinkedIn can help you gain referrals, acquire clients and connect in new ways with existing clients. However, creating or expanding an online presence that will grow your practice requires clear objectives and a plan that delivers on those objectives. In this web seminar, you will learn how to: •successfully enter the digital world •ensure you remain in compliance with regulators •create and implement an effective action plan

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With the unstable economic climate, even more pressure is being put on financial advisors to innovate and stand out from the crowd. In this interactive webcast series, thought leaders will present the latest industry trends and best practices to help you implement superior customer acquisition and retention techniques.