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Forward this Session

SOCIAL MEDIA AND COMPLIANCE FOR THE ADVANCED BEGINNER — 1 CE CREDIT

While many advisors use social media for business use, the most enthusiastic of the bunch tend to be RIAs, with advisors from major wirehouses being slightly cooler toward social tools due to compliance concerns. Many know the basics of Facebook, LinkedIn, and Twitter, but are unsure of how to use the tools to maximize their effectiveness while remaining compliant with the SEC and FINRA guidelines. Explore best practices among a rapidly-changing social media landscape and…

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