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Building a Compliance-Friendly Social Media Strategy

With many regulations, knowing how to use social media can be confusing

Advisors are increasingly using social media tools to deepen relationships with their clients and as a business development tool. As regulations and technologies evolve, so do the risks and uncertainties.

To help advisors, Mike Byrnes will lead a discussion as a moderator and panelist at this year’s IMPACT conference in San Francisco on November 3, 2011.

The educational session will share best practices and tools to consider as RIA’s develop and implement social media policies and practices, including:

  • A quick overview of why social media can help an advisor’s business
  • Industry regulations that guide the use of social networking sites and provide best practices to help manage compliance
  • Technology solutions to help you manage and archive your social media marketing content
  • Risks associated with social media use and best practices for establishing a social media policy

Review the conference agenda and then register online, but hurry, as the session’s 350 seats will likely fill up fast.

If you cannot make the conference, but need help with your social media strategy, contact Byrnes Consulting for assistance.

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