Not all communication on social media is effective and advisors who rely excessively on it to connect with clients and prospects may be hurting their careers unwittingly
The changes are designed to streamline communication between advisors and their compliance departments concerning the use of social networks
Compliance and regulatory concerns are the main reasons that companies give for not engaging on social media
Devise a consistent routine of checking in, sharing and responding
A few simple steps can raise your profile
Learn your firm’s policy and discuss your social media plans
Post information that’s relevant to your audience, but be sure to avoid giving advice
Four in five advisors say their client base grew this year with the help of social media vs 49% of advisors who said the same thing in 2013
Hootsuite Advisor has three user levels that allow an advisor to choose his or her degree of social media knowledge and then use the features designed specifically for that level
The platform will allow Canaccord advisors to connect with clients via social media and meet all compliance and regulatory requirements