Firms are doing little to help their advisors access social media beyond basic compliance support
IIROC recommends firms pre-approve all third-party content before it is posted online by advisors
Dealers discuss social media policies at IIAC conference
Questions begin to emerge over the ownership of social networks
Platforms can help you build on past successes
Using platforms such as LinkedIn, Facebook and Twitter can increase attendance
Advisors should ditch the brochures and embrace social media, says marketing expert
Simple rule ensures content balance
In past years, firms either were prohibiting their advisors from using social media or just beginning to explore its use. Now, most firms have policies in place and are offering training and other services
It’s like organizing a shoebox full of business cards