I think we all know that the financial planning profession is drowning in paperwork and the problem is only going to get worse.
If you want to communicate with clients using any form of social media, you either have to have "Daddy" (I mean, the compliance department) tell you it's okay after reading your message, or you have to track every single thing you say and prepare to defend it before an SEC auditor, who will probably write up a deficiency no matter what you say or do.
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