Awareness, Stickiness And Leads: How RIAs Can Use Social Media Compliantly

Christopher Winn
02/24/12 4 PM EST
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How can investment advisors use social media to increase awareness, create stickiness and drive leads—while staying compliant?

That is what we’ll tell you at this week’s webinars, which covers:

·       developing a social media strategy
·       tips for managing your social presence
·       tools and resources to guide your success
·       the compliance requirements to protect your firm
 
Chris Winn is founder and a Managing Principal at AdvisorAssist, an RIA compliance and operations consulting firm. He has 17 years of experience in regulatory compliance and operations.
 
Kevin Condon, CFP®, has been an independent financial planner for 20 years and sold a $100 million AUM practice in 2002. He is a co-founder of onlineadvisorcentral.com and myfinancialadvice.com, which help advisors create social engagement and monetize financial advising online.

More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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