Social Media Primer: Do’s and Don’ts For Advisors

When it comes to financial planning advice in the social media arena, less is almost always more. Here’s what wealth managers need to do (and not do) to service their clients while staying within the regulatory boundaries.

rom Financial Industry Regulatory Authority annual conference:


• Use your Facebook timeline to tell a rich story about your company and how it has developed, from its start. Use imagery, not just text.

• Use Twitter (and Facebook) as customer service channels, particularly in emergencies or crises.

• Test run how you will use Twitter and Facebook, in case of a trading system outage or Web site failure.

• Test run worst case scenarios. What if your Facebook page gets hacked? How do you regain control… Read more


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