Part one of this three-part series on social media compliance outlines things advisors should consider before using social media. Part two highlights the components of asocial media policy, and part three examines the rules advisors should be aware of when posting content. Learn more about creating a compliant social mediastrategy in a webinar now available on CE Place, and in a video now available on IE.TV.
May 2, 2014Use caution and common sense when sharing content on social media
By adhering to a social media policy, advisors can ensure they’re taking an effective and compliant approach
To ensure you’re compliant, approach social media the same way as other forms of advertising and correspondence
Paula Hewitt, head of legal at Dundee Goodman Private Wealth, gives pointers on how to create a successful and compliant social media strategy. She lists the three “must nots”, what you can do, and explains how to implement a successful strategy online. Hewitt spoke to Clare O’Hara, staff writer with Investment Executive.
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