Compliance In Connectivity

No, we’re not talking about whether or not you should use a Samsung, iPhone, or Blackberry…we’re talking about being ‘connected’ to the online world. Social Media for Financial Advisors and Investment Professionals.

Most we’ve done initial assessments with arrive with concerns over their angst in being ‘on social media’. Minds filled with horrific tales of compliance, etc., and feeling connecting with their clients (and potential clients) by any means other than ‘snail mail’ (yup, Canada Post still exists), telephone, or fax (we know…we know).

The reality is, there are many ways to ‘connect’ with the buying public without posting in-depth financial advice, return rates, insurance premiums, and the like. In fact, one of the very best ways… Continue reading “Compliance In Connectivity”

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