For financial planners, social media is an important tool as they search for newer ways to generate leads, build personal relationships with clients and prospects, and grow a reputation as an influencer in financial services. However, many are still hesitant to jump aboard the social media bandwagon due to compliance regulations and lack of knowledge on how to begin.
In that regard, Im often asked about the latest developments in this fast-moving field, such as what is this new thing called Pinterest and more. So, since that bandwagon is here to stay, here are four key takeaways for financial planners looking to find social media success while remaining compliant.
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