With IIROC guidelines on the use of social media still under consideration, some firms are already drafting policies
Many advisors surveyed for this year’s Brokerage Report Card say that they see much potential in using social media websites such as Facebook, Twitter and LinkedIn as prospecting tools, while others still prefer old-fashioned methods
Make it a part of your overall marketing strategy
The business social-media site can be an effective marketing tool
Toronto-based brokerage is putting significant efforts into the new technology in the wake of the new IIROC guidelines
Keep information fresh and archive all activity
IIROC releases draft on compliance obligations when using social media
Dealers must ensure all methods of communication comply with applicable regulatory requirements and securities legislation
