"We just closed a $73.5 million plan with 1,600 employees based on what we learned. Kudos Charlie! You exceeded my expectations again!"
~ T. Dougherty, 401k Coach® Member

March 2012

Social Media: Marketing Friend or Compliance Foe?

March 30, 2012 (comments: 0) | add a comment >

Social media seems to be everywhere these days. As a recent study published by Financial Planning magazine shows, just over half of advisors are using social media like Facebook, Twitter and LinkedIn in both their personal and professional lives. According AdvisorOne, nine percent of all LinkedIn users are in the financial industry. However, with compliance concerns on the rise, it can be difficult to know what you can post and what you cannot.

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