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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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.