Compliant Social Media Strategies for Financial Professionals

Presented by

Rich LoPresti, Founder,

About this talk

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.

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The US Financial Advisors Channel 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.