Enter Into Social Media Marketing With Confidence

Chris Winn
09/21/12 4 PM EST Program Id: pending
3.1
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The social media pool is open. While advisors should not be afraid to test the water, they must prepared before diving in.

Chris Winn of AdvisorAssist will guide you through the current regulatory landscape and strategies for starting out and managing your social media presence.

At this session, you’ll learn the latest about:
•  SEC, state and FINRA social media rules
•  Formulating a social media strategy
•  Best practices in implementing a social media policy
• Technology for efficiency
• Specific areas of interest to regulators
• Common mistakes to avoid

Speaker Chris Winn is founder and managing principal at AdvisorAssist, a management consulting firm serving advisors, and he has 17 years of experience in regulatory compliance for RIAs, reps, and B/Ds.

 


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Good information on a timely topic.

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