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8 Things Financial Advisors Should Know About Social Media Compliance
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1) Follow the Rules of Your Firm
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2) There Are No "Social Media Rules"
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3) Personal vs. Corporate
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4) Consider Suitability
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5) Recordkeeping Requirements
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6) Static Content vs. Online Electronic Forum
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7) LinkedIn Endorsements and the Facebook “Like” Button
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8) If Your Clients Want to Recommend You, Let Them Do It On Their Own Site
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Still Uncertain?