Silu Modi, VP, digital marketing, Macquarie Private Wealth, explains how to design a leading-edge social media program that successfully addresses IIROC compliance guidelines. He discusses how to build a social media strategy that creates brand, impact and support for your company. Modi spoke at the 2012 IFIC annual conference in Toronto.
The financial services industry continues to be slow on the uptake
If you use multiple accounts on various social networks, social media management tools are a must-have
Select compelling content and share it with clients and prospects
Employees could be inadvertently sharing competitive or confidential information
Your social-media presence should be part of your business-development strategy
Leo Purcell, chief compliance officer, Richardson GMP Ltd. describes the steps his firm took to roll out social media services to its advisor team. He outlines which services advisors are allowed to use and why. He spoke with Fiona Collie at the TMX Broadcast Centre in Toronto.
Advisors talk about their hands-on experience using social media to deepen client relationships
Firms share insights on the steps they are taking to prepare their advisors to use social media for client communications, while steering clear of regulatory hurdles
Start your engines. With the regulatory landscape offering more guidance on the dos and don’ts of using social media, this may be the moment to get in the game